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 | $150,158 | $105,998+41.7% | $92,233+62.8% | $147,584+1.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 11.55% | 50.05%-38.5pp | 176.28%-164.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $348 | $4,333-92.0% | $3,679-90.5% | $4,876-92.9% |
| Participant deferral / active EE | $4,061 | $4,478-9.3% | $3,897+4.2% | $5,439-25.3% |
| Admin fee / account holder | $5,154 | $6,332-18.6% | $5,194-0.8% | $10,885-52.6% |