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 | $38,015 | $89,355-57.5% | $141,162-73.1% | $72,985-47.9% |
| Participation rate | 71.1% | 75.1%-4.1pp | 82.5%-11.4pp | 69.5%+1.6pp |
| Annual return | 27.50% | 111.85%-84.3pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,629 | $5,418+77.7% | $6,709+43.5% | $3,607+166.9% |
| Admin fee / account holder | $3,820 | $5,958-35.9% | $10,261-62.8% | $5,124-25.5% |