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 | $73,917 | $77,145-4.2% | $108,410-31.8% | $85,850-13.9% |
| Participation rate | 71.4% | 74.7%-3.2pp | 80.1%-8.7pp | 69.3%+2.1pp |
| Annual return | 41.88% | 44.54%-2.7pp | 905.27%-863.4pp | 318.53%-276.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,452 | $5,566-2.1% | $6,563-16.9% | $3,952+38.0% |
| Admin fee / account holder | $8,737 | $5,172+68.9% | $7,295+19.8% | $6,260+39.6% |