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 | $107,818 | $183,519-41.2% | $155,509-30.7% | $145,922-26.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 22.15% | 61.17%-39.0pp | 64.67%-42.5pp | 561.29%-539.1pp |
| Employer contribution / active EE | $916 | $5,313-82.8% | $4,672-80.4% | $4,660-80.3% |
| Participant deferral / active EE | $3,641 | $6,462-43.7% | $5,626-35.3% | $6,688-45.6% |
| Admin fee / account holder | $659 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |