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 | $68,468 | $105,181-34.9% | $159,436-57.1% | $85,850-20.2% |
| Participation rate | 84.1% | 75.8%+8.4pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 18.35% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $446 | $3,318-86.6% | $4,829-90.8% | $2,565-82.6% |
| Participant deferral / active EE | $7,274 | $5,945+22.4% | $7,352-1.1% | $3,952+84.1% |
| Admin fee / account holder | $5,115 | $6,933-26.2% | $10,799-52.6% | $6,260-18.3% |