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 | $80,235 | $217,402-63.1% | $185,823-56.8% | $167,490-52.1% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 28.01% | 148.36%-120.4pp | 122.05%-94.0pp | 478.56%-450.5pp |
| Employer contribution / active EE | $691 | $5,873-88.2% | $5,167-86.6% | $4,837-85.7% |
| Participant deferral / active EE | $3,053 | $6,356-52.0% | $5,568-45.2% | $6,341-51.9% |
| Admin fee / account holder | $14,319 | $19,811-27.7% | $16,237-11.8% | $12,309+16.3% |