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 | $34,854 | $180,749-80.7% | $160,784-78.3% | $137,256-74.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 14.72% | 2234.46%-2219.7pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $437 | $4,155-89.5% | $3,733-88.3% | $4,156-89.5% |
| Participant deferral / active EE | $2,000 | $6,844-70.8% | $6,293-68.2% | $6,407-68.8% |
| Admin fee / account holder | $536 | $10,397-94.8% | $9,717-94.5% | $12,270-95.6% |