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 | $125,956 | $98,240+28.2% | $82,313+53.0% | $147,584-14.7% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 16.11% | 30.85%-14.7pp | 25.88%-9.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $138 | $3,192-95.7% | $2,428-94.3% | $4,876-97.2% |
| Participant deferral / active EE | $2,761 | $4,383-37.0% | $3,706-25.5% | $5,439-49.2% |
| Admin fee / account holder | $29,533 | $8,563+244.9% | $5,608+426.6% | $10,885+171.3% |