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 | $97,869 | $107,334-8.8% | $92,893+5.4% | $152,861-36.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 24.81% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $704 | $4,221-83.3% | $3,653-80.7% | $4,762-85.2% |
| Participant deferral / active EE | $2,157 | $4,845-55.5% | $4,236-49.1% | $5,850-63.1% |
| Admin fee / account holder | $3,247 | $7,079-54.1% | $5,794-44.0% | $11,596-72.0% |