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 | $37,799 | $175,202-78.4% | $149,673-74.7% | $139,434-72.9% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 38.01% | 166.71%-128.7pp | 134.42%-96.4pp | 372.94%-334.9pp |
| Employer contribution / active EE | $1,036 | $5,474-81.1% | $4,818-78.5% | $4,751-78.2% |
| Participant deferral / active EE | $3,154 | $6,519-51.6% | $5,680-44.5% | $6,710-53.0% |
| Admin fee / account holder | $692 | $16,150-95.7% | $13,210-94.8% | $11,403-93.9% |