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 | $83,426 | $183,963-54.7% | $162,163-48.6% | $152,861-45.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 21.24% | 150.76%-129.5pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $993 | $6,371-84.4% | $5,614-82.3% | $4,762-79.1% |
| Participant deferral / active EE | $4,372 | $8,034-45.6% | $7,298-40.1% | $5,850-25.3% |
| Admin fee / account holder | $3,241 | $13,121-75.3% | $10,843-70.1% | $11,596-72.1% |