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 | $173,647 | $105,181+65.1% | $159,436+8.9% | $85,850+102.3% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.8%-0.5pp | 69.3%+13.0pp |
| Annual return | 13.12% | 45.07%-32.0pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,839 | $5,945+65.5% | $7,352+33.8% | $3,952+149.0% |
| Admin fee / account holder | $35,503 | $6,933+412.1% | $10,799+228.8% | $6,260+467.1% |