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 | $161,751 | $110,809+46.0% | $86,874+86.2% | $167,490-3.4% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 15.35% | 116.98%-101.6pp | 63.52%-48.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,402 | $4,546+18.8% | $3,699+46.0% | $6,341-14.8% |
| Admin fee / account holder | $8,035 | $8,415-4.5% | $5,828+37.9% | $12,309-34.7% |