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 | $166,147 | $112,096+48.2% | $95,952+73.2% | $158,922+4.5% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 16.27% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $580 | $3,198-81.9% | $2,541-77.2% | $4,761-87.8% |
| Participant deferral / active EE | $5,106 | $4,784+6.7% | $4,167+22.5% | $5,982-14.6% |
| Admin fee / account holder | $8,861 | $10,130-12.5% | $6,795+30.4% | $11,246-21.2% |