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 | $131,331 | $197,591-33.5% | $177,821-26.1% | $158,922-17.4% |
| Participation rate | 77.3% | 88.5%-11.3pp | 87.7%-10.4pp | 82.0%-4.7pp |
| Annual return | 16.15% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $476 | $6,697-92.9% | $5,918-92.0% | $4,761-90.0% |
| Participant deferral / active EE | $4,076 | $8,405-51.5% | $7,714-47.2% | $5,982-31.9% |
| Admin fee / account holder | $980 | $15,399-93.6% | $12,427-92.1% | $11,246-91.3% |