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 | $36,143 | $175,202-79.4% | $149,673-75.9% | $139,434-74.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.31% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $976 | $5,474-82.2% | $4,818-79.7% | $4,751-79.5% |
| Participant deferral / active EE | $2,975 | $6,519-54.4% | $5,680-47.6% | $6,710-55.7% |
| Admin fee / account holder | $767 | $16,150-95.3% | $13,210-94.2% | $11,403-93.3% |