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 | $129,081 | $183,519-29.7% | $155,509-17.0% | $145,922-11.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $553 | $5,313-89.6% | $4,672-88.2% | $4,660-88.1% |
| Participant deferral / active EE | $3,172 | $6,462-50.9% | $5,626-43.6% | $6,688-52.6% |
| Admin fee / account holder | $4,627 | $19,313-76.0% | $15,912-70.9% | $13,397-65.5% |