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 | $118,655 | $165,335-28.2% | $149,696-20.7% | $158,922-25.3% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 9.76% | 348.15%-338.4pp | 276.60%-266.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $620 | $5,103-87.8% | $4,644-86.7% | $4,761-87.0% |
| Participant deferral / active EE | $9,728 | $7,181+35.5% | $6,842+42.2% | $5,982+62.6% |
| Admin fee / account holder | $25,070 | $10,807+132.0% | $9,309+169.3% | $11,246+122.9% |