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 | $133,287 | $165,984-19.7% | $164,813-19.1% | $145,922-8.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.57% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.7pp |
| Employer contribution / active EE | $68 | $5,273-98.7% | $4,341-98.4% | $4,660-98.5% |
| Participant deferral / active EE | $3,657 | $6,959-47.4% | $6,031-39.4% | $6,688-45.3% |
| Admin fee / account holder | $13,358 | $16,648-19.8% | $12,690+5.3% | $13,397-0.3% |