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 7-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 | $37,733 | $114,381-67.0% | $107,525-64.9% | $142,382-73.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 34.37% | 242.71%-208.3pp | 181.32%-146.9pp | 217.08%-182.7pp |
| Employer contribution / active EE | $248 | $4,015-93.8% | $3,754-93.4% | $4,299-94.2% |
| Participant deferral / active EE | $1,908 | $5,564-65.7% | $5,116-62.7% | $6,507-70.7% |
| Admin fee / account holder | $619 | $9,860-93.7% | $8,919-93.1% | $12,624-95.1% |