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 | $88,460 | $81,208+8.9% | $98,907-10.6% | $79,858+10.8% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 16.49% | 60.99%-44.5pp | 196.43%-179.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,049 | $3,265+54.6% | $4,244+19.0% | $3,740+35.0% |
| Admin fee / account holder | $1,302 | $6,013-78.4% | $6,642-80.4% | $5,306-75.5% |