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 | $59,521 | $100,041-40.5% | $149,718-60.2% | $70,131-15.1% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.1%-1.0pp | 69.5%+16.6pp |
| Annual return | 24.46% | 27.43%-3.0pp | 1501.63%-1477.2pp | 73.14%-48.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,990 | $4,983-40.0% | $6,569-54.5% | $3,332-10.3% |
| Admin fee / account holder | $2,163 | $8,286-73.9% | $11,283-80.8% | $4,645-53.4% |