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 | $36,845 | $106,515-65.4% | $96,683-61.9% | $139,434-73.6% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 23.79% | 38.43%-14.6pp | 35.69%-11.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $394 | $4,103-90.4% | $3,737-89.5% | $4,751-91.7% |
| Participant deferral / active EE | $7,876 | $5,454+44.4% | $4,878+61.4% | $6,710+17.4% |
| Admin fee / account holder | $814 | $7,877-89.7% | $6,730-87.9% | $11,403-92.9% |