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 | $133,014 | $105,181+26.5% | $159,436-16.6% | $85,850+54.9% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.8%-12.2pp | 69.3%+1.3pp |
| Annual return | 15.62% | 45.07%-29.5pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $445 | $3,318-86.6% | $4,829-90.8% | $2,565-82.7% |
| Participant deferral / active EE | $4,988 | $5,945-16.1% | $7,352-32.2% | $3,952+26.2% |
| Admin fee / account holder | $1,467 | $6,933-78.8% | $10,799-86.4% | $6,260-76.6% |