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 | $45,475 | $183,963-75.3% | $162,163-72.0% | $152,861-70.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 27.02% | 150.76%-123.7pp | 115.59%-88.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $885 | $6,371-86.1% | $5,614-84.2% | $4,762-81.4% |
| Participant deferral / active EE | $7,708 | $8,034-4.1% | $7,298+5.6% | $5,850+31.8% |
| Admin fee / account holder | $500 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |