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 | $50,699 | $105,998-52.2% | $92,233-45.0% | $147,584-65.6% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 14.41% | 50.05%-35.6pp | 176.28%-161.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $366 | $4,333-91.6% | $3,679-90.1% | $4,876-92.5% |
| Participant deferral / active EE | $2,026 | $4,478-54.8% | $3,897-48.0% | $5,439-62.7% |
| Admin fee / account holder | $857 | $6,332-86.5% | $5,194-83.5% | $10,885-92.1% |