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 5-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 | $12,219 | $48,795-75.0% | $65,493-81.3% | $84,808-85.6% |
| Participation rate | 85.2% | 67.0%+18.2pp | 73.1%+12.1pp | 68.3%+16.9pp |
| Annual return | 33.41% | 20.20%+13.2pp | 982.45%-949.0pp | 40.90%-7.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,549 | $2,928+89.5% | $3,961+40.1% | $4,212+31.8% |
| Admin fee / account holder | $386 | $3,877-90.0% | $5,028-92.3% | $7,344-94.7% |