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 | $34,881 | $181,894-80.8% | $156,549-77.7% | $273,961-87.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 46.15% | 30.74%+15.4pp | 32.23%+13.9pp | 41.45%+4.7pp |
| Employer contribution / active EE | $1,291 | $6,248-79.3% | $5,501-76.5% | $4,869-73.5% |
| Participant deferral / active EE | $3,146 | $5,550-43.3% | $4,871-35.4% | $5,287-40.5% |
| Admin fee / account holder | $7,004 | $15,559-55.0% | $13,027-46.2% | $10,132-30.9% |