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 | $104,731 | $105,181-0.4% | $159,436-34.3% | $85,850+22.0% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.8%-12.6pp | 69.3%+0.9pp |
| Annual return | 18.72% | 45.07%-26.4pp | 263.57%-244.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $19,560 | $5,945+229.0% | $7,352+166.0% | $3,952+395.0% |
| Admin fee / account holder | $8,775 | $6,933+26.6% | $10,799-18.7% | $6,260+40.2% |