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 | $50,032 | $159,934-68.7% | $147,005-66.0% | $145,959-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.70% | 98.24%-87.5pp | 418.76%-408.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $834 | $5,287-84.2% | $4,934-83.1% | $4,661-82.1% |
| Participant deferral / active EE | $3,647 | $8,427-56.7% | $8,070-54.8% | $6,689-45.5% |
| Admin fee / account holder | $391 | $15,053-97.4% | $13,006-97.0% | $13,398-97.1% |