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 4-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 | $42,651 | $165,984-74.3% | $164,813-74.1% | $145,922-70.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 0.00% | 100.03%-100.0pp | 69.93%-69.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $551 | $5,273-89.5% | $4,341-87.3% | $4,660-88.2% |
| Participant deferral / active EE | $3,900 | $6,959-44.0% | $6,031-35.3% | $6,688-41.7% |
| Admin fee / account holder | $625 | $16,648-96.2% | $12,690-95.1% | $13,397-95.3% |