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 | $57,119 | $100,041-42.9% | $149,718-61.8% | $70,131-18.6% |
| Participation rate | 79.1% | 83.6%-4.5pp | 87.1%-8.0pp | 69.5%+9.5pp |
| Annual return | 18.91% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $612 | $3,662-83.3% | $5,445-88.8% | $2,342-73.9% |
| Participant deferral / active EE | $4,375 | $4,983-12.2% | $6,569-33.4% | $3,332+31.3% |
| Admin fee / account holder | $2,191 | $8,286-73.6% | $11,283-80.6% | $4,645-52.8% |