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 | $59,556 | $63,346-6.0% | $92,233-35.4% | $70,131-15.1% |
| Participation rate | 97.4% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.9pp |
| Annual return | 21.66% | 530.12%-508.5pp | 176.28%-154.6pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,938 | $2,854+143.1% | $3,897+78.1% | $3,332+108.3% |
| Admin fee / account holder | $432 | $3,840-88.8% | $5,194-91.7% | $4,645-90.7% |