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 | $154,968 | $91,538+69.3% | $129,995+19.2% | $75,163+106.2% |
| Participation rate | 86.7% | 71.4%+15.2pp | 78.5%+8.2pp | 67.2%+19.5pp |
| Annual return | 13.32% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,726 | $4,341+31.9% | $5,820-1.6% | $4,125+38.8% |
| Admin fee / account holder | $10,163 | $6,790+49.7% | $10,614-4.3% | $5,651+79.8% |