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 | $84,690 | $183,963-54.0% | $162,163-47.8% | $152,861-44.6% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.4%-3.5pp |
| Annual return | 17.71% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $782 | $6,371-87.7% | $5,614-86.1% | $4,762-83.6% |
| Participant deferral / active EE | $3,084 | $8,034-61.6% | $7,298-57.7% | $5,850-47.3% |
| Admin fee / account holder | $614 | $13,121-95.3% | $10,843-94.3% | $11,596-94.7% |