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 | $31,786 | $165,984-80.9% | $164,813-80.7% | $145,922-78.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 14.65% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.6pp |
| Employer contribution / active EE | $861 | $5,273-83.7% | $4,341-80.2% | $4,660-81.5% |
| Participant deferral / active EE | $3,447 | $6,959-50.5% | $6,031-42.8% | $6,688-48.5% |
| Admin fee / account holder | $1,878 | $16,648-88.7% | $12,690-85.2% | $13,397-86.0% |