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 8-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 | $89,490 | $209,336-57.3% | $197,124-54.6% | $137,256-34.8% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 17.93% | 48.09%-30.2pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $793 | $6,591-88.0% | $6,227-87.3% | $4,156-80.9% |
| Participant deferral / active EE | $6,303 | $9,614-34.4% | $9,135-31.0% | $6,407-1.6% |
| Admin fee / account holder | $1,312 | $17,308-92.4% | $16,298-91.9% | $12,270-89.3% |