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 | $29,198 | $175,202-83.3% | $149,673-80.5% | $139,434-79.1% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 41.44% | 166.71%-125.3pp | 134.42%-93.0pp | 372.94%-331.5pp |
| Employer contribution / active EE | $921 | $5,474-83.2% | $4,818-80.9% | $4,751-80.6% |
| Participant deferral / active EE | $4,449 | $6,519-31.8% | $5,680-21.7% | $6,710-33.7% |
| Admin fee / account holder | $997 | $16,150-93.8% | $13,210-92.4% | $11,403-91.3% |