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 | $24,082 | $138,044-82.6% | $125,339-80.8% | $134,475-82.1% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | 89.71% | 750.33%-660.6pp | 572.05%-482.3pp | 417.96%-328.3pp |
| Employer contribution / active EE | $913 | $5,243-82.6% | $4,814-81.0% | $4,740-80.7% |
| Participant deferral / active EE | $4,297 | $7,799-44.9% | $7,446-42.3% | $6,400-32.9% |
| Admin fee / account holder | $24,559 | $11,571+112.2% | $10,010+145.4% | $11,426+114.9% |