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 | $21,161 | $83,902-74.8% | $167,512-87.4% | $84,808-75.0% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.1%+8.7pp | 68.3%+17.4pp |
| Annual return | 15.75% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,126 | $4,442-29.6% | $6,405-51.2% | $4,212-25.8% |
| Admin fee / account holder | $1,989 | $7,915-74.9% | $9,769-79.6% | $7,344-72.9% |