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 | $58,993 | $100,041-41.0% | $149,718-60.6% | $70,131-15.9% |
| Participation rate | 76.9% | 83.6%-6.7pp | 87.1%-10.1pp | 69.5%+7.4pp |
| Annual return | 16.44% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $689 | $3,662-81.2% | $5,445-87.3% | $2,342-70.6% |
| Participant deferral / active EE | $5,471 | $4,983+9.8% | $6,569-16.7% | $3,332+64.2% |
| Admin fee / account holder | $4,877 | $8,286-41.1% | $11,283-56.8% | $4,645+5.0% |