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 | $63,850 | $74,888-14.7% | $71,209-10.3% | $142,382-55.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 13.45% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $79 | $2,854-97.2% | $2,721-97.1% | $4,299-98.2% |
| Participant deferral / active EE | $870 | $4,454-80.5% | $4,175-79.2% | $6,507-86.6% |
| Admin fee / account holder | $2,975 | $5,568-46.6% | $5,349-44.4% | $12,624-76.4% |