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 | $83,028 | $210,648-60.6% | $177,989-53.4% | $145,922-43.1% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 9.09% | 385.86%-376.8pp | 294.48%-285.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $431 | $4,565-90.6% | $3,949-89.1% | $4,660-90.8% |
| Participant deferral / active EE | $2,078 | $6,958-70.1% | $6,276-66.9% | $6,688-68.9% |
| Admin fee / account holder | $27,344 | $12,013+127.6% | $10,363+163.9% | $13,397+104.1% |