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 | $71,844 | $152,587-52.9% | $125,175-42.6% | $152,861-53.0% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 28.02% | 54.84%-26.8pp | 43.79%-15.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $280 | $4,946-94.3% | $3,865-92.8% | $4,762-94.1% |
| Participant deferral / active EE | $2,749 | $5,868-53.1% | $4,937-44.3% | $5,850-53.0% |
| Admin fee / account holder | $701 | $13,434-94.8% | $9,702-92.8% | $11,596-94.0% |