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 | $218,941 | $105,181+108.2% | $159,436+37.3% | $85,850+155.0% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.8%-3.4pp | 69.3%+10.1pp |
| Annual return | 17.77% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,210 | $5,945+71.7% | $7,352+38.9% | $3,952+158.4% |
| Admin fee / account holder | $4,876 | $6,933-29.7% | $10,799-54.8% | $6,260-22.1% |