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 7-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 | $56,341 | $96,305-41.5% | $80,569-30.1% | $139,434-59.6% |
| Participation rate | 70.6% | 73.6%-3.0pp | 67.0%+3.6pp | 80.3%-9.7pp |
| Annual return | 31.57% | 1350.08%-1318.5pp | 935.43%-903.9pp | 372.94%-341.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,664 | $5,232-10.9% | $4,447+4.9% | $6,710-30.5% |
| Admin fee / account holder | $1,349 | $6,599-79.6% | $5,377-74.9% | $11,403-88.2% |