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 3-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 | $35,735 | $106,749-66.5% | $145,433-75.4% | $82,448-56.7% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 99.27% | 27.59%+71.7pp | 66.58%+32.7pp | 41.64%+57.6pp |
| Employer contribution / active EE | $325 | $3,444-90.6% | $4,554-92.9% | $2,551-87.3% |
| Participant deferral / active EE | $11,605 | $6,519+78.0% | $7,897+46.9% | $4,139+180.4% |
| Admin fee / account holder | $478 | $8,390-94.3% | $13,129-96.4% | $7,234-93.4% |