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 7-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 | $35,082 | $168,632-79.2% | $147,614-76.2% | $125,391-72.0% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.68% | 77.65%-78.3pp | 61.98%-62.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $732 | $6,252-88.3% | $5,564-86.8% | $4,866-85.0% |
| Participant deferral / active EE | $3,004 | $5,507-45.5% | $4,895-38.6% | $5,352-43.9% |
| Admin fee / account holder | $2,899 | $13,580-78.7% | $11,611-75.0% | $9,540-69.6% |