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 | $50,946 | $100,041-49.1% | $149,718-66.0% | $70,131-27.4% |
| Participation rate | 86.3% | 83.6%+2.7pp | 87.1%-0.8pp | 69.5%+16.7pp |
| Annual return | 14.55% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $721 | $3,662-80.3% | $5,445-86.8% | $2,342-69.2% |
| Participant deferral / active EE | $3,833 | $4,983-23.1% | $6,569-41.6% | $3,332+15.0% |
| Admin fee / account holder | $1,155 | $8,286-86.1% | $11,283-89.8% | $4,645-75.1% |