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 | $59,397 | $172,478-65.6% | $145,661-59.2% | $142,382-58.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 17.13% | 151.09%-134.0pp | 101.46%-84.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,890 | $8,348-53.4% | $7,198-46.0% | $6,507-40.2% |
| Admin fee / account holder | $5,816 | $16,864-65.5% | $12,466-53.3% | $12,624-53.9% |