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 | $29,194 | $72,071-59.5% | $68,368-57.3% | $137,256-78.7% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 19.63% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $23 | $2,788-99.2% | $2,649-99.1% | $4,156-99.4% |
| Participant deferral / active EE | $3,106 | $4,410-29.6% | $4,123-24.7% | $6,407-51.5% |
| Admin fee / account holder | $945 | $5,336-82.3% | $5,150-81.6% | $12,270-92.3% |