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 | $75,051 | $135,635-44.7% | $110,238-31.9% | $135,375-44.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 23.21% | 513.19%-490.0pp | 314.74%-291.5pp | 519.73%-496.5pp |
| Employer contribution / active EE | $703 | $4,906-85.7% | $3,826-81.6% | $4,779-85.3% |
| Participant deferral / active EE | $1,733 | $5,506-68.5% | $4,672-62.9% | $5,609-69.1% |
| Admin fee / account holder | $1,020 | $11,457-91.1% | $8,547-88.1% | $10,827-90.6% |