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 | $61,671 | $96,635-36.2% | $86,612-28.8% | $139,434-55.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.07% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $283 | $3,263-91.3% | $3,022-90.6% | $4,751-94.1% |
| Participant deferral / active EE | $1,767 | $4,836-63.5% | $4,438-60.2% | $6,710-73.7% |
| Admin fee / account holder | $42,965 | $6,408+570.5% | $5,614+665.3% | $11,403+276.8% |