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 | $118,995 | $68,346+74.1% | $94,646+25.7% | $75,163+58.3% |
| Participation rate | 94.7% | 76.1%+18.6pp | 80.8%+13.9pp | 67.2%+27.5pp |
| Annual return | 18.35% | 616.93%-598.6pp | 156.71%-138.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,891 | $6,537+81.9% | $7,418+60.3% | $4,125+188.3% |
| Admin fee / account holder | $3,834 | $5,326-28.0% | $7,231-47.0% | $5,651-32.1% |