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 | $49,177 | $226,064-78.2% | $182,532-73.1% | $152,861-67.8% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.4%-0.6pp |
| Annual return | 28.09% | 192.51%-164.4pp | 148.54%-120.4pp | 345.32%-317.2pp |
| Employer contribution / active EE | $235 | $4,978-95.3% | $4,076-94.2% | $4,762-95.1% |
| Participant deferral / active EE | $2,684 | $6,368-57.8% | $5,524-51.4% | $5,850-54.1% |
| Admin fee / account holder | $1,620 | $10,703-84.9% | $8,592-81.1% | $11,596-86.0% |