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 | $113,858 | $209,411-45.6% | $178,490-36.2% | $158,922-28.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.14% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $558 | $5,706-90.2% | $5,011-88.9% | $4,761-88.3% |
| Participant deferral / active EE | $2,513 | $5,954-57.8% | $5,202-51.7% | $5,982-58.0% |
| Admin fee / account holder | $3,006 | $17,074-82.4% | $13,984-78.5% | $11,246-73.3% |