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 | $40,827 | $105,181-61.2% | $159,436-74.4% | $85,850-52.4% |
| Participation rate | 76.5% | 75.8%+0.8pp | 82.8%-6.3pp | 69.3%+7.2pp |
| Annual return | 23.24% | 45.07%-21.8pp | 263.57%-240.3pp | 318.53%-295.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,365 | $5,945+40.7% | $7,352+13.8% | $3,952+111.7% |
| Admin fee / account holder | $1,190 | $6,933-82.8% | $10,799-89.0% | $6,260-81.0% |