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 | $34,467 | $168,632-79.6% | $147,614-76.7% | $125,391-72.5% |
| Participation rate | 82.4% | 88.8%-6.4pp | 84.6%-2.3pp | 83.2%-0.8pp |
| Annual return | -0.04% | 77.65%-77.7pp | 61.98%-62.0pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,099 | $6,252-82.4% | $5,564-80.2% | $4,866-77.4% |
| Participant deferral / active EE | $1,875 | $5,507-66.0% | $4,895-61.7% | $5,352-65.0% |
| Admin fee / account holder | $546 | $13,580-96.0% | $11,611-95.3% | $9,540-94.3% |