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 | $132,256 | $105,998+24.8% | $92,233+43.4% | $147,584-10.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 17.28% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $682 | $4,333-84.3% | $3,679-81.5% | $4,876-86.0% |
| Participant deferral / active EE | $4,225 | $4,478-5.6% | $3,897+8.4% | $5,439-22.3% |
| Admin fee / account holder | $4,250 | $6,332-32.9% | $5,194-18.2% | $10,885-61.0% |