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 | $85,938 | $86,286-0.4% | $111,297-22.8% | $85,850+0.1% |
| Participation rate | 92.0% | 73.3%+18.7pp | 77.3%+14.7pp | 69.3%+22.7pp |
| Annual return | 42.24% | 19.99%+22.3pp | 54.65%-12.4pp | 318.53%-276.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,521 | $3,641+106.6% | $4,487+67.6% | $3,952+90.3% |
| Admin fee / account holder | $688 | $8,188-91.6% | $7,964-91.4% | $6,260-89.0% |