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 | $95,275 | $152,587-37.6% | $125,175-23.9% | $152,861-37.7% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 25.04% | 54.84%-29.8pp | 43.79%-18.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $157 | $4,946-96.8% | $3,865-95.9% | $4,762-96.7% |
| Participant deferral / active EE | $5,319 | $5,868-9.4% | $4,937+7.7% | $5,850-9.1% |
| Admin fee / account holder | $16,884 | $13,434+25.7% | $9,702+74.0% | $11,596+45.6% |