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 | $24,396 | $176,056-86.1% | $159,436-84.7% | $167,490-85.4% |
| Participation rate | 77.3% | 84.9%-7.7pp | 82.8%-5.5pp | 82.1%-4.8pp |
| Annual return | 26.52% | 331.75%-305.2pp | 263.57%-237.0pp | 478.56%-452.0pp |
| Employer contribution / active EE | $443 | $5,297-91.6% | $4,829-90.8% | $4,837-90.8% |
| Participant deferral / active EE | $3,392 | $7,750-56.2% | $7,352-53.9% | $6,341-46.5% |
| Admin fee / account holder | $966 | $12,554-92.3% | $10,799-91.1% | $12,309-92.2% |