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 | $24,530 | $132,634-81.5% | $115,768-78.8% | $137,256-82.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 18.60% | 160.70%-142.1pp | 100.46%-81.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,463 | $5,619+86.2% | $4,917+112.8% | $6,407+63.3% |
| Admin fee / account holder | $2,261 | $15,028-85.0% | $12,439-81.8% | $12,270-81.6% |