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 | $26,850 | $185,822-85.6% | $169,993-84.2% | $139,434-80.7% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 20.74% | 60.50%-39.8pp | 53.37%-32.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $14,650 | $11,622+26.1% | $10,408+40.8% | $6,710+118.3% |
| Admin fee / account holder | $865 | $15,381-94.4% | $12,815-93.3% | $11,403-92.4% |