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 | $43,342 | $176,056-75.4% | $159,436-72.8% | $167,490-74.1% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 12.85% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $622 | $5,297-88.3% | $4,829-87.1% | $4,837-87.1% |
| Participant deferral / active EE | $4,343 | $7,750-44.0% | $7,352-40.9% | $6,341-31.5% |
| Admin fee / account holder | $958 | $12,554-92.4% | $10,799-91.1% | $12,309-92.2% |