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 | $133,875 | $209,411-36.1% | $178,490-25.0% | $158,922-15.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.22% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $663 | $5,706-88.4% | $5,011-86.8% | $4,761-86.1% |
| Participant deferral / active EE | $2,186 | $5,954-63.3% | $5,202-58.0% | $5,982-63.5% |
| Admin fee / account holder | $431 | $17,074-97.5% | $13,984-96.9% | $11,246-96.2% |