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 7-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 | $39,075 | $73,638-46.9% | $108,410-64.0% | $79,386-50.8% |
| Participation rate | 90.1% | 77.4%+12.7pp | 80.1%+9.9pp | 70.7%+19.4pp |
| Annual return | 34.27% | 33.27%+1.0pp | 905.27%-871.0pp | 116.85%-82.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,226 | $6,218+64.5% | $6,563+55.8% | $4,046+152.8% |
| Admin fee / account holder | $4,892 | $638+666.6% | $7,295-32.9% | $626+680.9% |