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 | $72,428 | $85,766-15.6% | $136,294-46.9% | $70,131+3.3% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 51.52% | 31.45%+20.1pp | 5155.94%-5104.4pp | 73.14%-21.6pp |
| Employer contribution / active EE | $450 | $2,966-84.8% | $4,695-90.4% | $2,342-80.8% |
| Participant deferral / active EE | $3,434 | $5,051-32.0% | $6,247-45.0% | $3,332+3.1% |
| Admin fee / account holder | $1,861 | $5,420-65.7% | $9,243-79.9% | $4,645-59.9% |