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 | $123,435 | $89,355+38.1% | $141,162-12.6% | $72,985+69.1% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 20.63% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $609 | $3,114-80.4% | $4,735-87.1% | $2,440-75.0% |
| Participant deferral / active EE | $2,442 | $5,418-54.9% | $6,709-63.6% | $3,607-32.3% |
| Admin fee / account holder | $914 | $5,958-84.7% | $10,261-91.1% | $5,124-82.2% |