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 | $75,045 | $91,538-18.0% | $129,995-42.3% | $75,163-0.2% |
| Participation rate | 74.1% | 71.4%+2.6pp | 78.5%-4.4pp | 67.2%+6.9pp |
| Annual return | 18.43% | -631.11%+649.5pp | -137.18%+155.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $690 | $2,845-75.7% | $4,320-84.0% | $2,670-74.2% |
| Participant deferral / active EE | $3,864 | $4,341-11.0% | $5,820-33.6% | $4,125-6.3% |
| Admin fee / account holder | $2,645 | $6,790-61.1% | $10,614-75.1% | $5,651-53.2% |