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 | $91,365 | $100,041-8.7% | $149,718-39.0% | $70,131+30.3% |
| Participation rate | 70.6% | 83.6%-13.0pp | 87.1%-16.5pp | 69.5%+1.0pp |
| Annual return | 15.93% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,209 | $4,983+84.8% | $6,569+40.2% | $3,332+176.4% |
| Admin fee / account holder | $24,853 | $8,286+199.9% | $11,283+120.3% | $4,645+435.0% |