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 | $41,653 | $107,334-61.2% | $92,893-55.2% | $152,861-72.8% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.4%+13.2pp |
| Annual return | 17.95% | 145.58%-127.6pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $359 | $4,221-91.5% | $3,653-90.2% | $4,762-92.5% |
| Participant deferral / active EE | $3,566 | $4,845-26.4% | $4,236-15.8% | $5,850-39.0% |
| Admin fee / account holder | $3,280 | $7,079-53.7% | $5,794-43.4% | $11,596-71.7% |