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 | $50,820 | $97,044-47.6% | $83,333-39.0% | $135,375-62.5% |
| Participation rate | 72.7% | 80.4%-7.7pp | 77.8%-5.0pp | 82.6%-9.9pp |
| Annual return | 155.47% | 12.31%+143.2pp | 10.63%+144.8pp | 519.73%-364.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,699 | $5,964+29.1% | $5,565+38.4% | $5,609+37.3% |
| Admin fee / account holder | $490 | $8,380-94.2% | $7,510-93.5% | $10,827-95.5% |