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 | $67,244 | $148,534-54.7% | $135,903-50.5% | $139,434-51.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 22.87% | 79.19%-56.3pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $364 | $5,243-93.1% | $4,856-92.5% | $4,751-92.3% |
| Participant deferral / active EE | $10,468 | $8,100+29.2% | $7,758+34.9% | $6,710+56.0% |
| Admin fee / account holder | $1,455 | $12,400-88.3% | $10,762-86.5% | $11,403-87.2% |