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 | $228,472 | $115,770+97.4% | $101,248+125.7% | $158,922+43.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 17.19% | 56.14%-38.9pp | 46.47%-29.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $214 | $4,175-94.9% | $3,660-94.1% | $4,761-95.5% |
| Participant deferral / active EE | $4,283 | $4,957-13.6% | $4,370-2.0% | $5,982-28.4% |
| Admin fee / account holder | $32,456 | $7,245+348.0% | $5,945+445.9% | $11,246+188.6% |