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 | $25,988 | $183,519-85.8% | $155,509-83.3% | $145,922-82.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 19.28% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,007 | $5,313-81.0% | $4,672-78.4% | $4,660-78.4% |
| Participant deferral / active EE | $2,308 | $6,462-64.3% | $5,626-59.0% | $6,688-65.5% |
| Admin fee / account holder | $723 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |