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 | $72,937 | $209,411-65.2% | $178,490-59.1% | $158,922-54.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 13.16% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $747 | $5,706-86.9% | $5,011-85.1% | $4,761-84.3% |
| Participant deferral / active EE | $7,644 | $5,954+28.4% | $5,202+47.0% | $5,982+27.8% |
| Admin fee / account holder | $347 | $17,074-98.0% | $13,984-97.5% | $11,246-96.9% |