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 | $154,658 | $93,024+66.3% | $77,024+100.8% | $134,475+15.0% |
| Participation rate | 82.6% | 74.5%+8.1pp | 67.9%+14.7pp | 81.2%+1.4pp |
| Annual return | 91.50% | 62.60%+28.9pp | 42.32%+49.2pp | 417.96%-326.5pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,332 | $5,238-17.3% | $4,426-2.1% | $6,400-32.3% |
| Admin fee / account holder | $52,827 | $6,944+660.8% | $5,425+873.7% | $11,426+362.3% |