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 | $26,991 | $157,256-82.8% | $141,162-80.9% | $152,861-82.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 28.06% | 64.32%-36.3pp | 71.39%-43.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $451 | $5,261-91.4% | $4,735-90.5% | $4,762-90.5% |
| Participant deferral / active EE | $8,019 | $7,109+12.8% | $6,709+19.5% | $5,850+37.1% |
| Admin fee / account holder | $2,234 | $12,120-81.6% | $10,261-78.2% | $11,596-80.7% |