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 | $69,438 | $105,998-34.5% | $92,233-24.7% | $147,584-52.9% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 14.91% | 50.05%-35.1pp | 176.28%-161.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $591 | $4,333-86.4% | $3,679-83.9% | $4,876-87.9% |
| Participant deferral / active EE | $2,286 | $4,478-49.0% | $3,897-41.3% | $5,439-58.0% |
| Admin fee / account holder | $3,136 | $6,332-50.5% | $5,194-39.6% | $10,885-71.2% |