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 | $137,225 | $121,625+12.8% | $104,607+31.2% | $158,922-13.7% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 25.98% | 465.26%-439.3pp | 340.46%-314.5pp | 302.83%-276.8pp |
| Employer contribution / active EE | $132 | $3,163-95.8% | $2,681-95.1% | $4,761-97.2% |
| Participant deferral / active EE | $1,806 | $4,177-56.8% | $3,740-51.7% | $5,982-69.8% |
| Admin fee / account holder | $2,465 | $7,787-68.3% | $6,473-61.9% | $11,246-78.1% |