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 | $48,985 | $114,047-57.0% | $96,139-49.0% | $167,490-70.8% |
| Participation rate | 79.2% | 75.1%+4.1pp | 68.4%+10.7pp | 82.1%-2.9pp |
| Annual return | 18.20% | 189.88%-171.7pp | 191.94%-173.7pp | 478.56%-460.4pp |
| Employer contribution / active EE | $276 | $3,427-91.9% | $2,797-90.1% | $4,837-94.3% |
| Participant deferral / active EE | $1,592 | $5,194-69.3% | $4,349-63.4% | $6,341-74.9% |
| Admin fee / account holder | $411 | $6,897-94.0% | $5,537-92.6% | $12,309-96.7% |