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 | $79,827 | $126,574-36.9% | $106,213-24.8% | $145,922-45.3% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.6pp | 80.3%-7.5pp |
| Annual return | 13.68% | 224.79%-211.1pp | 116.14%-102.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $457 | $3,730-87.8% | $3,171-85.6% | $4,660-90.2% |
| Participant deferral / active EE | $1,851 | $5,724-67.7% | $5,016-63.1% | $6,688-72.3% |
| Admin fee / account holder | $3,858 | $17,304-77.7% | $11,033-65.0% | $13,397-71.2% |