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 | $110,135 | $106,890+3.0% | $84,015+31.1% | $152,861-28.0% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 22.72% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,280 | $4,011+6.7% | $3,239+32.2% | $5,850-26.8% |
| Admin fee / account holder | $698 | $8,285-91.6% | $6,101-88.6% | $11,596-94.0% |