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 | $63,795 | $209,411-69.5% | $178,490-64.3% | $158,922-59.9% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 21.49% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.3pp |
| Employer contribution / active EE | $864 | $5,706-84.9% | $5,011-82.8% | $4,761-81.9% |
| Participant deferral / active EE | $2,804 | $5,954-52.9% | $5,202-46.1% | $5,982-53.1% |
| Admin fee / account holder | $2,337 | $17,074-86.3% | $13,984-83.3% | $11,246-79.2% |