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 6-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 | $239,147 | $159,934+49.5% | $147,005+62.7% | $145,959+63.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 20.71% | 98.24%-77.5pp | 418.76%-398.1pp | 561.95%-541.2pp |
| Employer contribution / active EE | $664 | $5,287-87.5% | $4,934-86.6% | $4,661-85.8% |
| Participant deferral / active EE | $7,456 | $8,427-11.5% | $8,070-7.6% | $6,689+11.5% |
| Admin fee / account holder | $26,348 | $15,053+75.0% | $13,006+102.6% | $13,398+96.7% |