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 | $142,026 | $115,770+22.7% | $101,248+40.3% | $158,922-10.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.64% | 56.14%-45.5pp | 46.47%-35.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $689 | $4,175-83.5% | $3,660-81.2% | $4,761-85.5% |
| Participant deferral / active EE | $3,827 | $4,957-22.8% | $4,370-12.4% | $5,982-36.0% |
| Admin fee / account holder | $18,238 | $7,245+151.7% | $5,945+206.7% | $11,246+62.2% |