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 5-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 | $39,531 | $108,912-63.7% | $100,383-60.6% | $145,959-72.9% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.04% | 57.96%-44.9pp | 49.26%-36.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $22 | $4,423-99.5% | $3,944-99.4% | $4,661-99.5% |
| Participant deferral / active EE | $12,192 | $8,451+44.3% | $8,086+50.8% | $6,689+82.3% |
| Admin fee / account holder | $10,573 | $9,690+9.1% | $7,900+33.8% | $13,398-21.1% |