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 | $37,149 | $80,673-54.0% | $101,326-63.3% | $84,808-56.2% |
| Participation rate | 76.9% | 77.8%-0.9pp | 81.5%-4.6pp | 68.3%+8.6pp |
| Annual return | 18.99% | 38.95%-20.0pp | 36.82%-17.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,144 | $6,840-10.2% | $7,994-23.1% | $4,212+45.9% |
| Admin fee / account holder | $368 | $12,784-97.1% | $11,185-96.7% | $7,344-95.0% |