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 | $190,603 | $115,882+64.5% | $100,516+89.6% | $158,922+19.9% |
| Participation rate | 70.6% | 81.6%-11.0pp | 79.4%-8.8pp | 82.0%-11.4pp |
| Annual return | 16.27% | 34.79%-18.5pp | 30.89%-14.6pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,491 | $6,674-2.8% | $6,270+3.5% | $5,982+8.5% |
| Admin fee / account holder | $912 | $10,995-91.7% | $8,081-88.7% | $11,246-91.9% |