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 | $84,878 | $58,694+44.6% | $142,863-40.6% | $85,850-1.1% |
| Participation rate | 81.5% | 58.5%+23.0pp | 71.9%+9.5pp | 69.3%+12.2pp |
| Annual return | 20.41% | 27.72%-7.3pp | 5637.54%-5617.1pp | 318.53%-298.1pp |
| Employer contribution / active EE | $1 | $1,423-99.9% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,784 | $2,607-31.6% | $3,837-53.5% | $3,952-54.8% |
| Admin fee / account holder | $12,548 | $4,239+196.0% | $6,560+91.3% | $6,260+100.4% |