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 | $12,314 | $111,724-89.0% | $93,606-86.8% | $145,922-91.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.16% | 202.98%-186.8pp | 133.20%-117.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $282 | $3,090-90.9% | $2,420-88.4% | $4,660-94.0% |
| Participant deferral / active EE | $3,034 | $4,912-38.2% | $4,411-31.2% | $6,688-54.6% |
| Admin fee / account holder | $445 | $10,250-95.7% | $8,285-94.6% | $13,397-96.7% |