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 | $63,751 | $144,119-55.8% | $117,854-45.9% | $147,584-56.8% |
| Participation rate | 73.9% | 83.4%-9.5pp | 79.7%-5.7pp | 82.8%-8.9pp |
| Annual return | 12.17% | 531.15%-519.0pp | 335.08%-322.9pp | 578.55%-566.4pp |
| Employer contribution / active EE | $114 | $4,896-97.7% | $3,786-97.0% | $4,876-97.7% |
| Participant deferral / active EE | $2,093 | $5,316-60.6% | $4,482-53.3% | $5,439-61.5% |
| Admin fee / account holder | $2,743 | $10,886-74.8% | $8,020-65.8% | $10,885-74.8% |