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 | $29,082 | $115,770-74.9% | $101,248-71.3% | $158,922-81.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 18.21% | 56.14%-37.9pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $320 | $4,175-92.3% | $3,660-91.3% | $4,761-93.3% |
| Participant deferral / active EE | $2,899 | $4,957-41.5% | $4,370-33.7% | $5,982-51.5% |
| Admin fee / account holder | $368 | $7,245-94.9% | $5,945-93.8% | $11,246-96.7% |