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 | $99,851 | $148,534-32.8% | $135,903-26.5% | $139,434-28.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 16.77% | 79.19%-62.4pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $778 | $5,243-85.2% | $4,856-84.0% | $4,751-83.6% |
| Participant deferral / active EE | $9,793 | $8,100+20.9% | $7,758+26.2% | $6,710+45.9% |
| Admin fee / account holder | $12,973 | $12,400+4.6% | $10,762+20.5% | $11,403+13.8% |