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 | $90,000 | $133,922-32.8% | $116,228-22.6% | $142,382-36.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.66% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $372 | $3,446-89.2% | $2,994-87.6% | $4,299-91.4% |
| Participant deferral / active EE | $2,813 | $5,672-50.4% | $4,953-43.2% | $6,507-56.8% |
| Admin fee / account holder | $10,044 | $14,945-32.8% | $11,989-16.2% | $12,624-20.4% |