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 7-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 | $14,527 | $56,114-74.1% | $96,139-84.9% | $85,850-83.1% |
| Participation rate | 88.4% | 56.7%+31.7pp | 68.4%+20.0pp | 69.3%+19.1pp |
| Annual return | 57.85% | 42.30%+15.6pp | 191.94%-134.1pp | 318.53%-260.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,505 | $2,859+22.6% | $4,349-19.4% | $3,952-11.3% |
| Admin fee / account holder | $1,233 | $3,768-67.3% | $5,537-77.7% | $6,260-80.3% |