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 | $36,379 | $176,056-79.3% | $159,436-77.2% | $167,490-78.3% |
| Participation rate | 77.3% | 84.9%-7.7pp | 82.8%-5.5pp | 82.1%-4.8pp |
| Annual return | 16.66% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $201 | $5,297-96.2% | $4,829-95.8% | $4,837-95.8% |
| Participant deferral / active EE | $3,451 | $7,750-55.5% | $7,352-53.1% | $6,341-45.6% |
| Admin fee / account holder | $1,221 | $12,554-90.3% | $10,799-88.7% | $12,309-90.1% |