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 | $129,307 | $63,346+104.1% | $92,233+40.2% | $70,131+84.4% |
| Participation rate | 73.0% | 68.7%+4.3pp | 76.5%-3.5pp | 69.5%+3.4pp |
| Annual return | 18.98% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,385 | $2,854+18.6% | $3,897-13.1% | $3,332+1.6% |
| Admin fee / account holder | $348 | $3,840-90.9% | $5,194-93.3% | $4,645-92.5% |