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 | $59,489 | $144,119-58.7% | $117,854-49.5% | $147,584-59.7% |
| Participation rate | 77.3% | 83.4%-6.1pp | 79.7%-2.4pp | 82.8%-5.6pp |
| Annual return | 16.69% | 531.15%-514.5pp | 335.08%-318.4pp | 578.55%-561.9pp |
| Employer contribution / active EE | $545 | $4,896-88.9% | $3,786-85.6% | $4,876-88.8% |
| Participant deferral / active EE | $2,716 | $5,316-48.9% | $4,482-39.4% | $5,439-50.1% |
| Admin fee / account holder | $433 | $10,886-96.0% | $8,020-94.6% | $10,885-96.0% |