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 | $89,302 | $168,632-47.0% | $147,614-39.5% | $125,391-28.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.12% | 77.65%-75.5pp | 61.98%-59.9pp | 282.22%-280.1pp |
| Employer contribution / active EE | $718 | $6,252-88.5% | $5,564-87.1% | $4,866-85.3% |
| Participant deferral / active EE | $7,635 | $5,507+38.7% | $4,895+56.0% | $5,352+42.7% |
| Admin fee / account holder | $1,780 | $13,580-86.9% | $11,611-84.7% | $9,540-81.3% |