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 | $33,558 | $135,635-75.3% | $110,238-69.6% | $135,375-75.2% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -6.96% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $555 | $4,906-88.7% | $3,826-85.5% | $4,779-88.4% |
| Participant deferral / active EE | $2,824 | $5,506-48.7% | $4,672-39.5% | $5,609-49.6% |
| Admin fee / account holder | $333 | $11,457-97.1% | $8,547-96.1% | $10,827-96.9% |