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 | $56,099 | $102,604-45.3% | $86,188-34.9% | $139,434-59.8% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 19.22% | 1922.51%-1903.3pp | 1168.45%-1149.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $410 | $3,032-86.5% | $2,380-82.8% | $4,751-91.4% |
| Participant deferral / active EE | $4,043 | $4,676-13.5% | $3,985+1.4% | $6,710-39.7% |
| Admin fee / account holder | $867 | $8,657-90.0% | $6,852-87.3% | $11,403-92.4% |