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 | $82,376 | $99,079-16.9% | $77,999+5.6% | $273,961-69.9% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.5%-1.8pp | 83.0%-9.3pp |
| Annual return | 14.68% | 217.93%-203.3pp | 425.96%-411.3pp | 41.45%-26.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,981 | $4,306-54.0% | $3,497-43.3% | $5,287-62.5% |
| Admin fee / account holder | $1,917 | $8,954-78.6% | $5,480-65.0% | $10,132-81.1% |