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 | $41,055 | $60,124-31.7% | $90,404-54.6% | $79,858-48.6% |
| Participation rate | 82.9% | 65.0%+17.9pp | 72.7%+10.2pp | 69.6%+13.3pp |
| Annual return | 16.41% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $166 | $2,068-92.0% | $3,262-94.9% | $2,471-93.3% |
| Participant deferral / active EE | $1,866 | $2,938-36.5% | $3,963-52.9% | $3,740-50.1% |
| Admin fee / account holder | $1,009 | $3,976-74.6% | $5,611-82.0% | $5,306-81.0% |