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 | $140,071 | $132,634+5.6% | $115,768+21.0% | $137,256+2.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 12.61% | 160.70%-148.1pp | 100.46%-87.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $565 | $3,360-83.2% | $2,940-80.8% | $4,156-86.4% |
| Participant deferral / active EE | $1,769 | $5,619-68.5% | $4,917-64.0% | $6,407-72.4% |
| Admin fee / account holder | $6,887 | $15,028-54.2% | $12,439-44.6% | $12,270-43.9% |