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 | $42,425 | $137,414-69.1% | $189,513-77.6% | $85,850-50.6% |
| Participation rate | 80.6% | 84.6%-4.0pp | 87.8%-7.2pp | 69.3%+11.3pp |
| Annual return | 14.43% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,246 | $4,344-71.3% | $6,162-79.8% | $2,565-51.4% |
| Participant deferral / active EE | $3,389 | $6,260-45.9% | $8,221-58.8% | $3,952-14.2% |
| Admin fee / account holder | $787 | $8,630-90.9% | $12,045-93.5% | $6,260-87.4% |