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 | $113,697 | $183,963-38.2% | $162,163-29.9% | $152,861-25.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 27.34% | 150.76%-123.4pp | 115.59%-88.2pp | 345.32%-318.0pp |
| Employer contribution / active EE | $610 | $6,371-90.4% | $5,614-89.1% | $4,762-87.2% |
| Participant deferral / active EE | $12,165 | $8,034+51.4% | $7,298+66.7% | $5,850+107.9% |
| Admin fee / account holder | $2,256 | $13,121-82.8% | $10,843-79.2% | $11,596-80.5% |