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 | $28,178 | $85,202-66.9% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 78.8% | 70.1%+8.7pp | 82.6%-3.9pp | 69.5%+9.3pp |
| Annual return | 20.99% | 27.32%-6.3pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3 | $3,324-99.9% | $5,143-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $2,959 | $3,260-9.2% | $5,198-43.1% | $3,607-18.0% |
| Admin fee / account holder | $511 | $5,884-91.3% | $13,954-96.3% | $5,124-90.0% |