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 | $30,141 | $144,119-79.1% | $117,854-74.4% | $147,584-79.6% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 12.30% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $457 | $4,896-90.7% | $3,786-87.9% | $4,876-90.6% |
| Participant deferral / active EE | $2,261 | $5,316-57.5% | $4,482-49.5% | $5,439-58.4% |
| Admin fee / account holder | $600 | $10,886-94.5% | $8,020-92.5% | $10,885-94.5% |