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 | $93,436 | $105,181-11.2% | $159,436-41.4% | $85,850+8.8% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 15.55% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $175 | $3,318-94.7% | $4,829-96.4% | $2,565-93.2% |
| Participant deferral / active EE | $8,346 | $5,945+40.4% | $7,352+13.5% | $3,952+111.2% |
| Admin fee / account holder | $5,927 | $6,933-14.5% | $10,799-45.1% | $6,260-5.3% |