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 | $43,397 | $133,958-67.6% | $112,228-61.3% | $134,475-67.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.70% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $756 | $4,038-81.3% | $3,635-79.2% | $4,740-84.1% |
| Participant deferral / active EE | $3,973 | $5,291-24.9% | $4,728-16.0% | $6,400-37.9% |
| Admin fee / account holder | $532 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |