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 | $77,331 | $98,750-21.7% | $149,696-48.3% | $79,858-3.2% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 18.48% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $404 | $3,216-87.4% | $4,644-91.3% | $2,471-83.6% |
| Participant deferral / active EE | $2,747 | $5,680-51.6% | $6,842-59.8% | $3,740-26.5% |
| Admin fee / account holder | $1,410 | $6,053-76.7% | $9,309-84.8% | $5,306-73.4% |