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 | $9,432 | $95,561-90.1% | $77,163-87.8% | $139,434-93.2% |
| Participation rate | 95.2% | 73.9%+21.3pp | 69.6%+25.7pp | 80.3%+14.9pp |
| Annual return | 15.14% | 54.92%-39.8pp | 37.87%-22.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,493 | $4,624-24.4% | $3,833-8.9% | $6,710-47.9% |
| Admin fee / account holder | $415 | $8,295-95.0% | $5,472-92.4% | $11,403-96.4% |