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 | $25,855 | $105,181-75.4% | $159,436-83.8% | $85,850-69.9% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.8%+0.2pp | 69.3%+13.7pp |
| Annual return | 156.24% | 45.07%+111.2pp | 263.57%-107.3pp | 318.53%-162.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,032 | $5,945+85.6% | $7,352+50.0% | $3,952+179.2% |
| Admin fee / account holder | $1,441 | $6,933-79.2% | $10,799-86.7% | $6,260-77.0% |