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 8-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 | $47,728 | $175,202-72.8% | $149,673-68.1% | $139,434-65.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.67% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $703 | $5,474-87.2% | $4,818-85.4% | $4,751-85.2% |
| Participant deferral / active EE | $2,818 | $6,519-56.8% | $5,680-50.4% | $6,710-58.0% |
| Admin fee / account holder | $441 | $16,150-97.3% | $13,210-96.7% | $11,403-96.1% |