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 | $91,600 | $148,534-38.3% | $135,903-32.6% | $139,434-34.3% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 17.25% | 79.19%-61.9pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $70 | $5,243-98.7% | $4,856-98.6% | $4,751-98.5% |
| Participant deferral / active EE | $10,797 | $8,100+33.3% | $7,758+39.2% | $6,710+60.9% |
| Admin fee / account holder | $8,223 | $12,400-33.7% | $10,762-23.6% | $11,403-27.9% |