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 | $110,751 | $100,041+10.7% | $149,718-26.0% | $70,131+57.9% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 22.07% | 27.43%-5.4pp | 1501.63%-1479.6pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,677 | $4,983+134.4% | $6,569+77.8% | $3,332+250.5% |
| Admin fee / account holder | $7,277 | $8,286-12.2% | $11,283-35.5% | $4,645+56.7% |