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 | $46,201 | $148,534-68.9% | $135,903-66.0% | $139,434-66.9% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 63.27% | 79.19%-15.9pp | 68.23%-5.0pp | 372.94%-309.7pp |
| Employer contribution / active EE | $872 | $5,243-83.4% | $4,856-82.0% | $4,751-81.6% |
| Participant deferral / active EE | $3,212 | $8,100-60.3% | $7,758-58.6% | $6,710-52.1% |
| Admin fee / account holder | $2,975 | $12,400-76.0% | $10,762-72.4% | $11,403-73.9% |