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 | $38,533 | $150,187-74.3% | $120,354-68.0% | $145,922-73.6% |
| Participation rate | 78.9% | 78.8%+0.2pp | 71.9%+7.0pp | 80.3%-1.3pp |
| Annual return | 13.36% | 154.07%-140.7pp | 107.15%-93.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $421 | $4,348-90.3% | $3,463-87.8% | $4,660-91.0% |
| Participant deferral / active EE | $2,541 | $6,173-58.8% | $4,991-49.1% | $6,688-62.0% |
| Admin fee / account holder | $2,752 | $12,207-77.5% | $9,423-70.8% | $13,397-79.5% |