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 | $66,962 | $159,901-58.1% | $146,958-54.4% | $145,922-54.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.39% | 98.13%-86.7pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,013 | $5,286-80.8% | $4,933-79.5% | $4,660-78.3% |
| Participant deferral / active EE | $3,614 | $8,428-57.1% | $8,070-55.2% | $6,688-46.0% |
| Admin fee / account holder | $306 | $15,044-98.0% | $12,998-97.6% | $13,397-97.7% |