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 | $157,399 | $107,934+45.8% | $91,989+71.1% | $152,861+3.0% |
| Participation rate | 73.7% | 81.2%-7.5pp | 78.6%-4.9pp | 82.4%-8.8pp |
| Annual return | 22.25% | 89.24%-67.0pp | 69.02%-46.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,335 | $6,364-16.2% | $5,923-9.9% | $5,850-8.8% |
| Admin fee / account holder | $24,132 | $10,520+129.4% | $7,743+211.7% | $11,596+108.1% |