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 6-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 | $54,543 | $179,726-69.7% | $156,263-65.1% | $142,382-61.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.02% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,026 | $5,069-79.8% | $4,333-76.3% | $4,299-76.1% |
| Participant deferral / active EE | $7,270 | $6,956+4.5% | $6,158+18.1% | $6,507+11.7% |
| Admin fee / account holder | $3,855 | $17,272-77.7% | $14,255-73.0% | $12,624-69.5% |