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 | $53,302 | $168,632-68.4% | $147,614-63.9% | $125,391-57.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.19% | 77.65%-78.8pp | 61.98%-63.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $973 | $6,252-84.4% | $5,564-82.5% | $4,866-80.0% |
| Participant deferral / active EE | $4,362 | $5,507-20.8% | $4,895-10.9% | $5,352-18.5% |
| Admin fee / account holder | $2,802 | $13,580-79.4% | $11,611-75.9% | $9,540-70.6% |