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 | $121,664 | $112,096+8.5% | $95,952+26.8% | $158,922-23.4% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 17.49% | 171.09%-153.6pp | 91.61%-74.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $431 | $3,198-86.5% | $2,541-83.0% | $4,761-90.9% |
| Participant deferral / active EE | $3,701 | $4,784-22.6% | $4,167-11.2% | $5,982-38.1% |
| Admin fee / account holder | $498 | $10,130-95.1% | $6,795-92.7% | $11,246-95.6% |