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 | $153,902 | $135,635+13.5% | $110,238+39.6% | $135,375+13.7% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -4.02% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $721 | $4,906-85.3% | $3,826-81.1% | $4,779-84.9% |
| Participant deferral / active EE | $2,709 | $5,506-50.8% | $4,672-42.0% | $5,609-51.7% |
| Admin fee / account holder | $9,628 | $11,457-16.0% | $8,547+12.6% | $10,827-11.1% |