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 | $210,988 | $99,079+112.9% | $77,999+170.5% | $273,961-23.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.66% | 217.93%-205.3pp | 425.96%-413.3pp | 41.45%-28.8pp |
| Employer contribution / active EE | $332 | $3,308-90.0% | $2,470-86.6% | $4,869-93.2% |
| Participant deferral / active EE | $3,916 | $4,306-9.1% | $3,497+12.0% | $5,287-25.9% |
| Admin fee / account holder | $2,151 | $8,954-76.0% | $5,480-60.7% | $10,132-78.8% |