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 | $97,991 | $105,998-7.6% | $92,233+6.2% | $147,584-33.6% |
| Participation rate | 70.8% | 80.4%-9.6pp | 76.5%-5.6pp | 82.8%-12.0pp |
| Annual return | 15.69% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $396 | $4,333-90.9% | $3,679-89.2% | $4,876-91.9% |
| Participant deferral / active EE | $4,240 | $4,478-5.3% | $3,897+8.8% | $5,439-22.0% |
| Admin fee / account holder | $3,344 | $6,332-47.2% | $5,194-35.6% | $10,885-69.3% |