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 | $62,843 | $102,317-38.6% | $146,958-57.2% | $80,856-22.3% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 12.18% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $530 | $3,713-85.7% | $4,933-89.2% | $2,755-80.7% |
| Participant deferral / active EE | $6,256 | $6,644-5.8% | $8,070-22.5% | $4,296+45.6% |
| Admin fee / account holder | $2,732 | $7,941-65.6% | $12,998-79.0% | $6,918-60.5% |