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 | $27,126 | $176,056-84.6% | $159,436-83.0% | $167,490-83.8% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 17.36% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $353 | $5,297-93.3% | $4,829-92.7% | $4,837-92.7% |
| Participant deferral / active EE | $3,895 | $7,750-49.7% | $7,352-47.0% | $6,341-38.6% |
| Admin fee / account holder | $1,646 | $12,554-86.9% | $10,799-84.8% | $12,309-86.6% |