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 | $52,655 | $105,998-50.3% | $92,233-42.9% | $147,584-64.3% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 15.71% | 50.05%-34.3pp | 176.28%-160.6pp | 578.55%-562.8pp |
| Employer contribution / active EE | $518 | $4,333-88.0% | $3,679-85.9% | $4,876-89.4% |
| Participant deferral / active EE | $2,687 | $4,478-40.0% | $3,897-31.0% | $5,439-50.6% |
| Admin fee / account holder | $20,526 | $6,332+224.2% | $5,194+295.2% | $10,885+88.6% |