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 | $38,448 | $104,907-63.4% | $84,611-54.6% | $152,861-74.8% |
| Participation rate | 70.8% | 74.8%-4.0pp | 68.2%+2.6pp | 82.4%-11.6pp |
| Annual return | 25.11% | 373.79%-348.7pp | 258.74%-233.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $18 | $3,302-99.4% | $2,652-99.3% | $4,762-99.6% |
| Participant deferral / active EE | $5,610 | $4,688+19.7% | $3,899+43.9% | $5,850-4.1% |
| Admin fee / account holder | $3,033 | $6,241-51.4% | $4,912-38.2% | $11,596-73.8% |