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 | $78,281 | $80,673-3.0% | $101,326-22.7% | $84,808-7.7% |
| Participation rate | 81.0% | 77.8%+3.2pp | 81.5%-0.5pp | 68.3%+12.6pp |
| Annual return | 48.66% | 38.95%+9.7pp | 36.82%+11.8pp | 40.90%+7.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,582 | $6,840+10.8% | $7,994-5.1% | $4,212+80.0% |
| Admin fee / account holder | $3,678 | $12,784-71.2% | $11,185-67.1% | $7,344-49.9% |