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 | $64,178 | $85,766-25.2% | $136,294-52.9% | $70,131-8.5% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 21.06% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $499 | $2,966-83.2% | $4,695-89.4% | $2,342-78.7% |
| Participant deferral / active EE | $3,168 | $5,051-37.3% | $6,247-49.3% | $3,332-4.9% |
| Admin fee / account holder | $763 | $5,420-85.9% | $9,243-91.7% | $4,645-83.6% |