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 | $73,104 | $112,096-34.8% | $95,952-23.8% | $158,922-54.0% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 20.42% | 171.09%-150.7pp | 91.61%-71.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $23 | $3,198-99.3% | $2,541-99.1% | $4,761-99.5% |
| Participant deferral / active EE | $10,801 | $4,784+125.8% | $4,167+159.2% | $5,982+80.6% |
| Admin fee / account holder | $13,045 | $10,130+28.8% | $6,795+92.0% | $11,246+16.0% |