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 | $59,938 | $165,335-63.7% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.39% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | -$5,366 | $5,103-205.2% | $4,644-215.5% | $4,761-212.7% |
| Participant deferral / active EE | $13,052 | $7,181+81.7% | $6,842+90.8% | $5,982+118.2% |
| Admin fee / account holder | $9,300 | $10,807-13.9% | $9,309-0.1% | $11,246-17.3% |