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 | $29,754 | $99,921-70.2% | $85,009-65.0% | $145,959-79.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.69% | 83.89%-74.2pp | 66.47%-56.8pp | 561.95%-552.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,126 | $5,293-40.9% | $4,522-30.9% | $6,689-53.3% |
| Admin fee / account holder | $785 | $7,252-89.2% | $6,153-87.2% | $13,398-94.1% |