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 8-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 | $49,097 | $112,096-56.2% | $95,952-48.8% | $158,922-69.1% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 10.32% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $607 | $3,198-81.0% | $2,541-76.1% | $4,761-87.2% |
| Participant deferral / active EE | $4,136 | $4,784-13.5% | $4,167-0.7% | $5,982-30.9% |
| Admin fee / account holder | $3,014 | $10,130-70.2% | $6,795-55.6% | $11,246-73.2% |