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 7-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 | $34,546 | $175,202-80.3% | $149,673-76.9% | $139,434-75.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 30.82% | 166.71%-135.9pp | 134.42%-103.6pp | 372.94%-342.1pp |
| Employer contribution / active EE | $1,038 | $5,474-81.0% | $4,818-78.5% | $4,751-78.2% |
| Participant deferral / active EE | $5,143 | $6,519-21.1% | $5,680-9.5% | $6,710-23.4% |
| Admin fee / account holder | $2,595 | $16,150-83.9% | $13,210-80.4% | $11,403-77.2% |