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 | $29,925 | $80,717-62.9% | $154,803-80.7% | $84,808-64.7% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 49.45% | 37.96%+11.5pp | 58.88%-9.4pp | 40.90%+8.6pp |
| Employer contribution / active EE | $192 | $2,761-93.0% | $4,305-95.5% | $2,631-92.7% |
| Participant deferral / active EE | $4,227 | $3,303+28.0% | $5,540-23.7% | $4,212+0.4% |
| Admin fee / account holder | $3,510 | $6,746-48.0% | $14,329-75.5% | $7,344-52.2% |