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 | $50,728 | $115,770-56.2% | $101,248-49.9% | $158,922-68.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.00% | 56.14%-45.1pp | 46.47%-35.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $540 | $4,175-87.1% | $3,660-85.2% | $4,761-88.6% |
| Participant deferral / active EE | $2,289 | $4,957-53.8% | $4,370-47.6% | $5,982-61.7% |
| Admin fee / account holder | $34,139 | $7,245+371.2% | $5,945+474.2% | $11,246+203.6% |