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 9-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 | $14,427 | $104,907-86.2% | $84,611-82.9% | $152,861-90.6% |
| Participation rate | 87.0% | 74.8%+12.1pp | 68.2%+18.7pp | 82.4%+4.5pp |
| Annual return | 28.13% | 373.79%-345.7pp | 258.74%-230.6pp | 345.32%-317.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,821 | $4,688+2.8% | $3,899+23.6% | $5,850-17.6% |
| Admin fee / account holder | $534 | $6,241-91.4% | $4,912-89.1% | $11,596-95.4% |