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 | $88,481 | $126,574-30.1% | $106,213-16.7% | $145,922-39.4% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 9.22% | 224.79%-215.6pp | 116.14%-106.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $696 | $3,730-81.3% | $3,171-78.1% | $4,660-85.1% |
| Participant deferral / active EE | $5,258 | $5,724-8.1% | $5,016+4.8% | $6,688-21.4% |
| Admin fee / account holder | $21,912 | $17,304+26.6% | $11,033+98.6% | $13,397+63.6% |