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 7-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 | $32,081 | $99,921-67.9% | $85,009-62.3% | $145,959-78.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 83.89%-72.9pp | 66.47%-55.5pp | 561.95%-551.0pp |
| Employer contribution / active EE | $236 | $3,233-92.7% | $2,728-91.4% | $4,661-94.9% |
| Participant deferral / active EE | $3,020 | $5,293-42.9% | $4,522-33.2% | $6,689-54.8% |
| Admin fee / account holder | $2,855 | $7,252-60.6% | $6,153-53.6% | $13,398-78.7% |