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 | $89,663 | $157,256-43.0% | $141,162-36.5% | $152,861-41.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 25.20% | 64.32%-39.1pp | 71.39%-46.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $689 | $5,261-86.9% | $4,735-85.5% | $4,762-85.5% |
| Participant deferral / active EE | $5,010 | $7,109-29.5% | $6,709-25.3% | $5,850-14.4% |
| Admin fee / account holder | $1,842 | $12,120-84.8% | $10,261-82.1% | $11,596-84.1% |