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 | $52,157 | $71,809-27.4% | $61,048-14.6% | $152,861-65.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 21.68% | 29.74%-8.1pp | 26.18%-4.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,341 | $5,467-38.9% | $4,470-25.3% | $5,850-42.9% |
| Admin fee / account holder | $8,341 | $4,750+75.6% | $3,728+123.8% | $11,596-28.1% |