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 | $33,917 | $68,346-50.4% | $94,646-64.2% | $75,163-54.9% |
| Participation rate | 84.8% | 76.1%+8.7pp | 80.8%+4.0pp | 67.2%+17.7pp |
| Annual return | 22.83% | 616.93%-594.1pp | 156.71%-133.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $12 | $2,701-99.6% | $3,672-99.7% | $2,670-99.5% |
| Participant deferral / active EE | $16,228 | $6,537+148.2% | $7,418+118.8% | $4,125+293.4% |
| Admin fee / account holder | $7,845 | $5,326+47.3% | $7,231+8.5% | $5,651+38.8% |