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 | $118,755 | $84,696+40.2% | $75,696+56.9% | $167,490-29.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 10.92% | 199.36%-188.4pp | 104.53%-93.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $314 | $3,230-90.3% | $2,743-88.6% | $4,837-93.5% |
| Participant deferral / active EE | $1,065 | $4,580-76.7% | $3,821-72.1% | $6,341-83.2% |
| Admin fee / account holder | $1,372 | $5,355-74.4% | $3,619-62.1% | $12,309-88.9% |