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 9-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 | $59,008 | $102,616-42.5% | $81,983-28.0% | $158,922-62.9% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 17.14% | 61.04%-43.9pp | 41.31%-24.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $301 | $3,240-90.7% | $2,498-87.9% | $4,761-93.7% |
| Participant deferral / active EE | $1,121 | $4,648-75.9% | $3,722-69.9% | $5,982-81.3% |
| Admin fee / account holder | $410 | $8,235-95.0% | $5,664-92.8% | $11,246-96.4% |