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 | $37,185 | $102,317-63.7% | $146,958-74.7% | $80,856-54.0% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.5pp | 67.6%+22.1pp |
| Annual return | 15.61% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,458 | $6,644+57.4% | $8,070+29.6% | $4,296+143.4% |
| Admin fee / account holder | $2,260 | $7,941-71.5% | $12,998-82.6% | $6,918-67.3% |