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 | $87,717 | $114,381-23.3% | $107,525-18.4% | $142,382-38.4% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 14.33% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3 | $4,015-99.9% | $3,754-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $10,970 | $5,564+97.2% | $5,116+114.4% | $6,507+68.6% |
| Admin fee / account holder | $7,422 | $9,860-24.7% | $8,919-16.8% | $12,624-41.2% |