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 | $52,205 | $105,181-50.4% | $159,436-67.3% | $85,850-39.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.7pp | 69.3%+25.3pp |
| Annual return | 13.76% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $250 | $3,318-92.5% | $4,829-94.8% | $2,565-90.3% |
| Participant deferral / active EE | $2,924 | $5,945-50.8% | $7,352-60.2% | $3,952-26.0% |
| Admin fee / account holder | $7,216 | $6,933+4.1% | $10,799-33.2% | $6,260+15.3% |