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 | $93,631 | $157,256-40.5% | $141,162-33.7% | $152,861-38.7% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 25.16% | 64.32%-39.2pp | 71.39%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $87 | $5,261-98.3% | $4,735-98.2% | $4,762-98.2% |
| Participant deferral / active EE | $3,709 | $7,109-47.8% | $6,709-44.7% | $5,850-36.6% |
| Admin fee / account holder | $4,774 | $12,120-60.6% | $10,261-53.5% | $11,596-58.8% |