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 | $61,623 | $63,346-2.7% | $92,233-33.2% | $70,131-12.1% |
| Participation rate | 73.8% | 68.7%+5.1pp | 76.5%-2.7pp | 69.5%+4.3pp |
| Annual return | 16.98% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $388 | $2,471-84.3% | $3,679-89.5% | $2,342-83.4% |
| Participant deferral / active EE | $1,422 | $2,854-50.2% | $3,897-63.5% | $3,332-57.3% |
| Admin fee / account holder | $563 | $3,840-85.3% | $5,194-89.2% | $4,645-87.9% |