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 | $76,196 | $63,346+20.3% | $92,233-17.4% | $70,131+8.6% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 25.40% | 530.12%-504.7pp | 176.28%-150.9pp | 73.14%-47.7pp |
| Employer contribution / active EE | $164 | $2,471-93.4% | $3,679-95.5% | $2,342-93.0% |
| Participant deferral / active EE | $11,554 | $2,854+304.9% | $3,897+196.5% | $3,332+246.8% |
| Admin fee / account holder | $18,789 | $3,840+389.3% | $5,194+261.8% | $4,645+304.5% |