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 | $132,726 | $175,202-24.2% | $149,673-11.3% | $139,434-4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.86% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,061 | $5,474-80.6% | $4,818-78.0% | $4,751-77.7% |
| Participant deferral / active EE | $3,836 | $6,519-41.2% | $5,680-32.5% | $6,710-42.8% |
| Admin fee / account holder | $4,981 | $16,150-69.2% | $13,210-62.3% | $11,403-56.3% |