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 | $41,465 | $102,317-59.5% | $146,958-71.8% | $80,856-48.7% |
| Participation rate | 82.9% | 75.8%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 16.88% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $380 | $3,713-89.8% | $4,933-92.3% | $2,755-86.2% |
| Participant deferral / active EE | $7,229 | $6,644+8.8% | $8,070-10.4% | $4,296+68.3% |
| Admin fee / account holder | $4,442 | $7,941-44.1% | $12,998-65.8% | $6,918-35.8% |