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 | $30,459 | $77,145-60.5% | $108,410-71.9% | $85,850-64.5% |
| Participation rate | 89.8% | 74.7%+15.1pp | 80.1%+9.7pp | 69.3%+20.5pp |
| Annual return | 25.70% | 44.54%-18.8pp | 905.27%-879.6pp | 318.53%-292.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,695 | $5,566+56.2% | $6,563+32.5% | $3,952+120.0% |
| Admin fee / account holder | $481 | $5,172-90.7% | $7,295-93.4% | $6,260-92.3% |