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 | $36,367 | $115,708-68.6% | $65,255-44.3% | $139,434-73.9% |
| Participation rate | 95.5% | 67.8%+27.6pp | 65.0%+30.5pp | 80.3%+15.1pp |
| Annual return | 39.12% | 31.19%+7.9pp | 47.35%-8.2pp | 372.94%-333.8pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $847 | $4,240-80.0% | $2,831-70.1% | $6,710-87.4% |
| Admin fee / account holder | $314 | $6,698-95.3% | $4,112-92.4% | $11,403-97.2% |