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 | $104,019 | $159,901-34.9% | $146,958-29.2% | $145,922-28.7% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 17.62% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $37 | $5,286-99.3% | $4,933-99.3% | $4,660-99.2% |
| Participant deferral / active EE | $9,909 | $8,428+17.6% | $8,070+22.8% | $6,688+48.2% |
| Admin fee / account holder | $814 | $15,044-94.6% | $12,998-93.7% | $13,397-93.9% |