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 | $84,491 | $185,822-54.5% | $169,993-50.3% | $139,434-39.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.18% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,273 | $7,590-83.2% | $6,785-81.2% | $4,751-73.2% |
| Participant deferral / active EE | $16,766 | $11,622+44.3% | $10,408+61.1% | $6,710+149.9% |
| Admin fee / account holder | $17,463 | $15,381+13.5% | $12,815+36.3% | $11,403+53.2% |