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 | $54,151 | $217,402-75.1% | $185,823-70.9% | $167,490-67.7% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 16.98% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $984 | $5,873-83.3% | $5,167-81.0% | $4,837-79.7% |
| Participant deferral / active EE | $3,259 | $6,356-48.7% | $5,568-41.5% | $6,341-48.6% |
| Admin fee / account holder | $360 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |