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 7-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 | $213,023 | $159,602+33.5% | $150,045+42.0% | $142,382+49.6% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 15.15% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $659 | $4,961-86.7% | $4,693-86.0% | $4,299-84.7% |
| Participant deferral / active EE | $13,183 | $8,310+58.6% | $7,997+64.8% | $6,507+102.6% |
| Admin fee / account holder | $4,751 | $14,846-68.0% | $13,435-64.6% | $12,624-62.4% |