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 | $56,887 | $138,065-58.8% | $123,544-54.0% | $135,375-58.0% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | 12.92% | 153.68%-140.8pp | 119.20%-106.3pp | 519.73%-506.8pp |
| Employer contribution / active EE | $387 | $5,151-92.5% | $4,628-91.6% | $4,779-91.9% |
| Participant deferral / active EE | $5,006 | $6,799-26.4% | $6,426-22.1% | $5,609-10.7% |
| Admin fee / account holder | $746 | $10,916-93.2% | $9,284-92.0% | $10,827-93.1% |