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 | $39,435 | $135,635-70.9% | $110,238-64.2% | $135,375-70.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 13.13% | 513.19%-500.1pp | 314.74%-301.6pp | 519.73%-506.6pp |
| Employer contribution / active EE | $417 | $4,906-91.5% | $3,826-89.1% | $4,779-91.3% |
| Participant deferral / active EE | $2,678 | $5,506-51.4% | $4,672-42.7% | $5,609-52.2% |
| Admin fee / account holder | $1,430 | $11,457-87.5% | $8,547-83.3% | $10,827-86.8% |