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 | $72,446 | $150,187-51.8% | $120,354-39.8% | $145,922-50.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 16.77% | 154.07%-137.3pp | 107.15%-90.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $541 | $4,348-87.6% | $3,463-84.4% | $4,660-88.4% |
| Participant deferral / active EE | $1,606 | $6,173-74.0% | $4,991-67.8% | $6,688-76.0% |
| Admin fee / account holder | $7,852 | $12,207-35.7% | $9,423-16.7% | $13,397-41.4% |