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 | $31,688 | $175,202-81.9% | $149,673-78.8% | $139,434-77.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $666 | $5,474-87.8% | $4,818-86.2% | $4,751-86.0% |
| Participant deferral / active EE | $2,848 | $6,519-56.3% | $5,680-49.9% | $6,710-57.6% |
| Admin fee / account holder | $361 | $16,150-97.8% | $13,210-97.3% | $11,403-96.8% |