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 | $14,285 | $56,114-74.5% | $96,139-85.1% | $85,850-83.4% |
| Participation rate | 95.3% | 56.7%+38.6pp | 68.4%+26.9pp | 69.3%+26.0pp |
| Annual return | 13.37% | 42.30%-28.9pp | 191.94%-178.6pp | 318.53%-305.2pp |
| Employer contribution / active EE | $88 | $1,620-94.6% | $2,797-96.9% | $2,565-96.6% |
| Participant deferral / active EE | $1,075 | $2,859-62.4% | $4,349-75.3% | $3,952-72.8% |
| Admin fee / account holder | $436 | $3,768-88.4% | $5,537-92.1% | $6,260-93.0% |