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 6-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 | $16,716 | $158,398-89.4% | $126,539-86.8% | $142,382-88.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.25% | 593.76%-582.5pp | 425.95%-414.7pp | 217.08%-205.8pp |
| Employer contribution / active EE | $12 | $4,650-99.7% | $3,674-99.7% | $4,299-99.7% |
| Participant deferral / active EE | $3,692 | $4,767-22.6% | $4,083-9.6% | $6,507-43.3% |
| Admin fee / account holder | $4,219 | $6,918-39.0% | $6,065-30.4% | $12,624-66.6% |