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 | $22,911 | $176,056-87.0% | $159,436-85.6% | $167,490-86.3% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 14.01% | 331.75%-317.7pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $754 | $5,297-85.8% | $4,829-84.4% | $4,837-84.4% |
| Participant deferral / active EE | $3,017 | $7,750-61.1% | $7,352-59.0% | $6,341-52.4% |
| Admin fee / account holder | $765 | $12,554-93.9% | $10,799-92.9% | $12,309-93.8% |