See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,136 | $91,552-44.1% | $133,956-61.8% | $79,858-36.0% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.0pp |
| Annual return | 14.69% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $423 | $2,384-82.2% | $3,919-89.2% | $2,471-82.9% |
| Participant deferral / active EE | $3,734 | $3,7330% | $5,048-26.0% | $3,740-0.2% |
| Admin fee / account holder | $3,175 | $6,321-49.8% | $8,927-64.4% | $5,306-40.2% |