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 | $50,148 | $96,635-48.1% | $86,612-42.1% | $139,434-64.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.51% | 106.41%-85.9pp | 591.07%-570.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $40 | $3,263-98.8% | $3,022-98.7% | $4,751-99.2% |
| Participant deferral / active EE | $3,415 | $4,836-29.4% | $4,438-23.1% | $6,710-49.1% |
| Admin fee / account holder | $818 | $6,408-87.2% | $5,614-85.4% | $11,403-92.8% |