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 | $51,866 | $132,634-60.9% | $115,768-55.2% | $137,256-62.2% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.4%+8.0pp | 80.0%+2.4pp |
| Annual return | 13.20% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $566 | $3,360-83.2% | $2,940-80.8% | $4,156-86.4% |
| Participant deferral / active EE | $2,332 | $5,619-58.5% | $4,917-52.6% | $6,407-63.6% |
| Admin fee / account holder | $1,899 | $15,028-87.4% | $12,439-84.7% | $12,270-84.5% |