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 | $74,032 | $118,680-37.6% | $98,907-25.2% | $158,922-53.4% |
| Participation rate | 94.4% | 77.8%+16.6pp | 76.0%+18.4pp | 82.0%+12.5pp |
| Annual return | 23.19% | 372.35%-349.2pp | 196.43%-173.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $350 | $3,333-89.5% | $2,689-87.0% | $4,761-92.6% |
| Participant deferral / active EE | $2,335 | $5,088-54.1% | $4,244-45.0% | $5,982-61.0% |
| Admin fee / account holder | $524 | $10,131-94.8% | $6,642-92.1% | $11,246-95.3% |