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 | $166,459 | $209,411-20.5% | $178,490-6.7% | $158,922+4.7% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 16.11% | 188.75%-172.6pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $963 | $5,706-83.1% | $5,011-80.8% | $4,761-79.8% |
| Participant deferral / active EE | $4,060 | $5,954-31.8% | $5,202-22.0% | $5,982-32.1% |
| Admin fee / account holder | $29,415 | $17,074+72.3% | $13,984+110.4% | $11,246+161.6% |