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 | $33,876 | $99,640-66.0% | $86,436-60.8% | $134,475-74.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | 30.85% | 6782.58%-6751.7pp | 4394.89%-4364.0pp | 417.96%-387.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,005 | $7,246+24.3% | $6,952+29.5% | $6,400+40.7% |
| Admin fee / account holder | $3,036 | $8,371-63.7% | $6,731-54.9% | $11,426-73.4% |