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 | $56,327 | $91,538-38.5% | $129,995-56.7% | $75,163-25.1% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 25.20% | -631.11%+656.3pp | -137.18%+162.4pp | 160.62%-135.4pp |
| Employer contribution / active EE | $712 | $2,845-75.0% | $4,320-83.5% | $2,670-73.3% |
| Participant deferral / active EE | $1,894 | $4,341-56.4% | $5,820-67.5% | $4,125-54.1% |
| Admin fee / account holder | $489 | $6,790-92.8% | $10,614-95.4% | $5,651-91.4% |