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 | $189,632 | $118,849+59.6% | $96,562+96.4% | $167,490+13.2% |
| Participation rate | 87.0% | 75.5%+11.5pp | 69.8%+17.1pp | 82.1%+4.9pp |
| Annual return | 11.23% | 50.49%-39.3pp | 37.78%-26.6pp | 478.56%-467.3pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,021 | $4,616-34.6% | $3,849-21.5% | $6,341-52.4% |
| Admin fee / account holder | $4,750 | $8,065-41.1% | $6,181-23.1% | $12,309-61.4% |