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 | $61,213 | $150,187-59.2% | $120,354-49.1% | $145,922-58.1% |
| Participation rate | 95.7% | 78.8%+16.9pp | 71.9%+23.7pp | 80.3%+15.4pp |
| Annual return | 19.06% | 154.07%-135.0pp | 107.15%-88.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $627 | $4,348-85.6% | $3,463-81.9% | $4,660-86.5% |
| Participant deferral / active EE | $3,924 | $6,173-36.4% | $4,991-21.4% | $6,688-41.3% |
| Admin fee / account holder | $5,245 | $12,207-57.0% | $9,423-44.3% | $13,397-60.9% |