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 | $37,753 | $121,625-69.0% | $104,607-63.9% | $158,922-76.2% |
| Participation rate | 93.3% | 77.5%+15.8pp | 74.1%+19.3pp | 82.0%+11.4pp |
| Annual return | 14.83% | 465.26%-450.4pp | 340.46%-325.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $172 | $3,163-94.6% | $2,681-93.6% | $4,761-96.4% |
| Participant deferral / active EE | $1,722 | $4,177-58.8% | $3,740-54.0% | $5,982-71.2% |
| Admin fee / account holder | $2,242 | $7,787-71.2% | $6,473-65.4% | $11,246-80.1% |