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 8-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 | $45,562 | $96,635-52.9% | $86,612-47.4% | $139,434-67.3% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 21.54% | 106.41%-84.9pp | 591.07%-569.5pp | 372.94%-351.4pp |
| Employer contribution / active EE | $310 | $3,263-90.5% | $3,022-89.7% | $4,751-93.5% |
| Participant deferral / active EE | $1,676 | $4,836-65.3% | $4,438-62.2% | $6,710-75.0% |
| Admin fee / account holder | $536 | $6,408-91.6% | $5,614-90.5% | $11,403-95.3% |