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 | $74,126 | $152,587-51.4% | $125,175-40.8% | $152,861-51.5% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 13.11% | 54.84%-41.7pp | 43.79%-30.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $242 | $4,946-95.1% | $3,865-93.7% | $4,762-94.9% |
| Participant deferral / active EE | $2,419 | $5,868-58.8% | $4,937-51.0% | $5,850-58.6% |
| Admin fee / account holder | $487 | $13,434-96.4% | $9,702-95.0% | $11,596-95.8% |