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 | $42,240 | $209,411-79.8% | $178,490-76.3% | $158,922-73.4% |
| Participation rate | 77.3% | 86.3%-9.1pp | 81.9%-4.7pp | 82.0%-4.7pp |
| Annual return | 13.67% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,005 | $5,706-82.4% | $5,011-79.9% | $4,761-78.9% |
| Participant deferral / active EE | $2,881 | $5,954-51.6% | $5,202-44.6% | $5,982-51.8% |
| Admin fee / account holder | $357 | $17,074-97.9% | $13,984-97.4% | $11,246-96.8% |