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 | $108,919-63.7% | $100,391-60.6% | $145,922-72.9% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.04% | 57.88%-44.8pp | 49.20%-36.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $22 | $4,419-99.5% | $3,942-99.4% | $4,660-99.5% |
| Participant deferral / active EE | $12,192 | $8,445+44.4% | $8,082+50.9% | $6,688+82.3% |
| Admin fee / account holder | $10,573 | $9,689+9.1% | $7,899+33.8% | $13,397-21.1% |