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 | $83,169 | $126,574-34.3% | $106,213-21.7% | $145,922-43.0% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 12.23% | 224.79%-212.6pp | 116.14%-103.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $172 | $3,730-95.4% | $3,171-94.6% | $4,660-96.3% |
| Participant deferral / active EE | $3,530 | $5,724-38.3% | $5,016-29.6% | $6,688-47.2% |
| Admin fee / account holder | $3,393 | $17,304-80.4% | $11,033-69.2% | $13,397-74.7% |