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 | $174,191 | $102,317+70.2% | $146,958+18.5% | $80,856+115.4% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.2%-10.3pp | 67.6%+4.2pp |
| Annual return | 16.27% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,503 | $6,644+58.1% | $8,070+30.1% | $4,296+144.5% |
| Admin fee / account holder | $7,316 | $7,941-7.9% | $12,998-43.7% | $6,918+5.8% |