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 | $78,014 | $112,881-30.9% | $90,951-14.2% | $158,922-50.9% |
| Participation rate | 87.0% | 74.7%+12.2pp | 69.0%+17.9pp | 82.0%+5.0pp |
| Annual return | 9.44% | 215.79%-206.4pp | 134.60%-125.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $335 | $2,893-88.4% | $2,122-84.2% | $4,761-93.0% |
| Participant deferral / active EE | $3,460 | $4,128-16.2% | $3,373+2.6% | $5,982-42.2% |
| Admin fee / account holder | $20,572 | $8,041+155.8% | $5,959+245.2% | $11,246+82.9% |