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 | $179,159 | $85,766+108.9% | $136,294+31.5% | $70,131+155.5% |
| Participation rate | 86.8% | 74.2%+12.7pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 18.32% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $288 | $2,966-90.3% | $4,695-93.9% | $2,342-87.7% |
| Participant deferral / active EE | $7,447 | $5,051+47.4% | $6,247+19.2% | $3,332+123.5% |
| Admin fee / account holder | $8,988 | $5,420+65.8% | $9,243-2.8% | $4,645+93.5% |