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 | $117,783 | $209,411-43.8% | $178,490-34.0% | $158,922-25.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.31% | 188.75%-179.4pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $877 | $5,706-84.6% | $5,011-82.5% | $4,761-81.6% |
| Participant deferral / active EE | $3,098 | $5,954-48.0% | $5,202-40.4% | $5,982-48.2% |
| Admin fee / account holder | $12,512 | $17,074-26.7% | $13,984-10.5% | $11,246+11.3% |