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 | $61,187 | $175,202-65.1% | $149,673-59.1% | $139,434-56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.96% | 166.71%-152.7pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,060 | $5,474-80.6% | $4,818-78.0% | $4,751-77.7% |
| Participant deferral / active EE | $4,553 | $6,519-30.2% | $5,680-19.8% | $6,710-32.1% |
| Admin fee / account holder | $1,432 | $16,150-91.1% | $13,210-89.2% | $11,403-87.4% |