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 | $49,525 | $82,664-40.1% | $125,339-60.5% | $68,494-27.7% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | 25.38% | -5.97%+31.4pp | 572.05%-546.7pp | -7.84%+33.2pp |
| Employer contribution / active EE | $579 | $3,381-82.9% | $4,814-88.0% | $2,596-77.7% |
| Participant deferral / active EE | $4,022 | $6,110-34.2% | $7,446-46.0% | $4,027-0.1% |
| Admin fee / account holder | $1,407 | $6,275-77.6% | $10,010-85.9% | $5,403-74.0% |