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 | $47,591 | $102,317-53.5% | $146,958-67.6% | $80,856-41.1% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.2%-1.9pp | 67.6%+12.7pp |
| Annual return | 25.90% | 134.76%-108.9pp | 418.34%-392.4pp | 35.59%-9.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,270 | $6,644-50.8% | $8,070-59.5% | $4,296-23.9% |
| Admin fee / account holder | $2,184 | $7,941-72.5% | $12,998-83.2% | $6,918-68.4% |