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 | $97,124 | $102,317-5.1% | $146,958-33.9% | $80,856+20.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 12.99% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $603 | $3,713-83.7% | $4,933-87.8% | $2,755-78.1% |
| Participant deferral / active EE | $5,428 | $6,644-18.3% | $8,070-32.7% | $4,296+26.4% |
| Admin fee / account holder | $2,618 | $7,941-67.0% | $12,998-79.9% | $6,918-62.2% |