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 | $18,802 | $60,124-68.7% | $90,404-79.2% | $79,858-76.5% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 25.60% | 71.94%-46.3pp | 1293.02%-1267.4pp | 31.71%-6.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,456 | $2,938-50.5% | $3,963-63.3% | $3,740-61.1% |
| Admin fee / account holder | $1,853 | $3,976-53.4% | $5,611-67.0% | $5,306-65.1% |