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 | $30,948 | $68,346-54.7% | $94,646-67.3% | $75,163-58.8% |
| Participation rate | 93.3% | 76.1%+17.2pp | 80.8%+12.5pp | 67.2%+26.1pp |
| Annual return | 29.62% | 616.93%-587.3pp | 156.71%-127.1pp | 160.62%-131.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $16,739 | $6,537+156.0% | $7,418+125.6% | $4,125+305.8% |
| Admin fee / account holder | $972 | $5,326-81.7% | $7,231-86.6% | $5,651-82.8% |