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 | $49,338 | $58,927-16.3% | $76,817-35.8% | $72,985-32.4% |
| Participation rate | 75.0% | 67.3%+7.7pp | 72.1%+2.9pp | 69.5%+5.5pp |
| Annual return | 17.99% | 2305.64%-2287.7pp | 1166.11%-1148.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $280 | $1,787-84.3% | $2,302-87.8% | $2,440-88.5% |
| Participant deferral / active EE | $1,689 | $2,690-37.2% | $3,336-49.4% | $3,607-53.2% |
| Admin fee / account holder | $5,255 | $4,013+31.0% | $6,420-18.1% | $5,124+2.6% |