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 8-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 | $30,727 | $91,538-66.4% | $129,995-76.4% | $75,163-59.1% |
| Participation rate | 79.6% | 71.4%+8.2pp | 78.5%+1.1pp | 67.2%+12.4pp |
| Annual return | 51.27% | -631.11%+682.4pp | -137.18%+188.5pp | 160.62%-109.3pp |
| Employer contribution / active EE | $689 | $2,845-75.8% | $4,320-84.1% | $2,670-74.2% |
| Participant deferral / active EE | $5,413 | $4,341+24.7% | $5,820-7.0% | $4,125+31.2% |
| Admin fee / account holder | $1,586 | $6,790-76.6% | $10,614-85.1% | $5,651-71.9% |