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 | $57,010 | $70,428-19.1% | $96,562-41.0% | $85,850-33.6% |
| Participation rate | 94.4% | 61.8%+32.6pp | 69.8%+24.6pp | 69.3%+25.1pp |
| Annual return | 14.37% | 18.59%-4.2pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1 | $1,413-99.9% | $2,356-99.9% | $2,565-100.0% |
| Participant deferral / active EE | $1,485 | $2,894-48.7% | $3,849-61.4% | $3,952-62.4% |
| Admin fee / account holder | $911 | $4,997-81.8% | $6,181-85.3% | $6,260-85.5% |