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 6-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 | $76,471 | $77,503-1.3% | $100,391-23.8% | $80,856-5.4% |
| Participation rate | 98.0% | 76.9%+21.0pp | 81.5%+16.5pp | 67.6%+30.3pp |
| Annual return | 15.27% | 37.20%-21.9pp | 49.20%-33.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $16,638 | $6,820+144.0% | $8,082+105.9% | $4,296+287.3% |
| Admin fee / account holder | $9,438 | $5,897+60.0% | $7,899+19.5% | $6,918+36.4% |