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 | $53,393 | $112,096-52.4% | $95,952-44.4% | $158,922-66.4% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 12.68% | 171.09%-158.4pp | 91.61%-78.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $500 | $3,198-84.4% | $2,541-80.3% | $4,761-89.5% |
| Participant deferral / active EE | $2,792 | $4,784-41.6% | $4,167-33.0% | $5,982-53.3% |
| Admin fee / account holder | $6,121 | $10,130-39.6% | $6,795-9.9% | $11,246-45.6% |