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 | $46,085 | $185,822-75.2% | $169,993-72.9% | $139,434-66.9% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.0pp |
| Annual return | 17.43% | 60.50%-43.1pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $665 | $7,590-91.2% | $6,785-90.2% | $4,751-86.0% |
| Participant deferral / active EE | $8,675 | $11,622-25.4% | $10,408-16.6% | $6,710+29.3% |
| Admin fee / account holder | $3,778 | $15,381-75.4% | $12,815-70.5% | $11,403-66.9% |