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 | $52,957 | $108,919-51.4% | $100,391-47.2% | $145,922-63.7% |
| Participation rate | 82.4% | 82.9%-0.6pp | 81.5%+0.9pp | 80.3%+2.1pp |
| Annual return | 15.63% | 57.88%-42.3pp | 49.20%-33.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $73 | $4,419-98.3% | $3,942-98.1% | $4,660-98.4% |
| Participant deferral / active EE | $15,073 | $8,445+78.5% | $8,082+86.5% | $6,688+125.4% |
| Admin fee / account holder | $2,781 | $9,689-71.3% | $7,899-64.8% | $13,397-79.2% |