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 | $100,566 | $126,574-20.5% | $106,213-5.3% | $145,922-31.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.85% | 224.79%-203.9pp | 116.14%-95.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $674 | $3,730-81.9% | $3,171-78.7% | $4,660-85.5% |
| Participant deferral / active EE | $3,700 | $5,724-35.4% | $5,016-26.2% | $6,688-44.7% |
| Admin fee / account holder | $22,932 | $17,304+32.5% | $11,033+107.8% | $13,397+71.2% |