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 | $40,622 | $197,591-79.4% | $177,821-77.2% | $158,922-74.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 36.31% | 58.76%-22.5pp | 48.32%-12.0pp | 302.83%-266.5pp |
| Employer contribution / active EE | $767 | $6,697-88.6% | $5,918-87.0% | $4,761-83.9% |
| Participant deferral / active EE | $9,585 | $8,405+14.0% | $7,714+24.3% | $5,982+60.2% |
| Admin fee / account holder | $313 | $15,399-98.0% | $12,427-97.5% | $11,246-97.2% |