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 | $46,530 | $70,669-34.2% | $169,368-72.5% | $75,163-38.1% |
| Participation rate | 96.2% | 64.8%+31.4pp | 77.1%+19.0pp | 67.2%+29.0pp |
| Annual return | 23.97% | 36.36%-12.4pp | 405.60%-381.6pp | 160.62%-136.6pp |
| Employer contribution / active EE | $225 | $2,211-89.8% | $4,013-94.4% | $2,670-91.6% |
| Participant deferral / active EE | $2,401 | $4,311-44.3% | $6,221-61.4% | $4,125-41.8% |
| Admin fee / account holder | $5,765 | $5,402+6.7% | $9,003-36.0% | $5,651+2.0% |