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 | $33,962 | $157,256-78.4% | $141,162-75.9% | $152,861-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.30% | 64.32%-34.0pp | 71.39%-41.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $517 | $5,261-90.2% | $4,735-89.1% | $4,762-89.1% |
| Participant deferral / active EE | $5,260 | $7,109-26.0% | $6,709-21.6% | $5,850-10.1% |
| Admin fee / account holder | $323 | $12,120-97.3% | $10,261-96.8% | $11,596-97.2% |