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 | $55,449 | $86,286-35.7% | $111,297-50.2% | $85,850-35.4% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 17.47% | 19.99%-2.5pp | 54.65%-37.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,230 | $3,641+16.2% | $4,487-5.7% | $3,952+7.0% |
| Admin fee / account holder | $4,006 | $8,188-51.1% | $7,964-49.7% | $6,260-36.0% |