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 | $46,798 | $109,881-57.4% | $150,045-68.8% | $84,808-44.8% |
| Participation rate | 77.3% | 76.1%+1.2pp | 82.3%-5.0pp | 68.3%+9.0pp |
| Annual return | 96.74% | 28.25%+68.5pp | 62.55%+34.2pp | 40.90%+55.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,955 | $6,636+80.1% | $7,997+49.5% | $4,212+183.8% |
| Admin fee / account holder | $3,960 | $8,568-53.8% | $13,435-70.5% | $7,344-46.1% |