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 | $19,935 | $49,173-59.5% | $121,098-83.5% | $75,163-73.5% |
| Participation rate | 87.7% | 55.4%+32.3pp | 69.5%+18.2pp | 67.2%+20.5pp |
| Annual return | 14.99% | 55.99%-41.0pp | 985.75%-970.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4 | $1,546-99.8% | $4,164-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $2,632 | $2,628+0.2% | $4,080-35.5% | $4,125-36.2% |
| Admin fee / account holder | $1,052 | $3,942-73.3% | $5,644-81.4% | $5,651-81.4% |