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 | $40,036 | $209,411-80.9% | $178,490-77.6% | $158,922-74.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 26.44% | 188.75%-162.3pp | 151.07%-124.6pp | 302.83%-276.4pp |
| Employer contribution / active EE | $825 | $5,706-85.5% | $5,011-83.5% | $4,761-82.7% |
| Participant deferral / active EE | $8,331 | $5,954+39.9% | $5,202+60.2% | $5,982+39.3% |
| Admin fee / account holder | $495 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |