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 | $110,689 | $166,020-33.3% | $164,866-32.9% | $145,959-24.2% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 11.41% | 100.08%-88.7pp | 69.97%-58.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $173 | $5,275-96.7% | $4,343-96.0% | $4,661-96.3% |
| Participant deferral / active EE | $3,462 | $6,961-50.3% | $6,033-42.6% | $6,689-48.2% |
| Admin fee / account holder | $19,343 | $16,644+16.2% | $12,689+52.4% | $13,398+44.4% |