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 | $59,202 | $118,680-50.1% | $98,907-40.1% | $158,922-62.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 15.16% | 372.35%-357.2pp | 196.43%-181.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $364 | $3,333-89.1% | $2,689-86.4% | $4,761-92.3% |
| Participant deferral / active EE | $4,724 | $5,088-7.1% | $4,244+11.3% | $5,982-21.0% |
| Admin fee / account holder | $5,772 | $10,131-43.0% | $6,642-13.1% | $11,246-48.7% |