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 5-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 | $47,176 | $53,516-11.8% | $126,539-62.7% | $84,808-44.4% |
| Participation rate | 96.9% | 58.2%+38.6pp | 69.8%+27.1pp | 68.3%+28.6pp |
| Annual return | 35.62% | 58.34%-22.7pp | 425.95%-390.3pp | 40.90%-5.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,938 | $2,671+272.1% | $4,083+143.4% | $4,212+136.0% |
| Admin fee / account holder | $3,078 | $4,497-31.6% | $6,065-49.2% | $7,344-58.1% |