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 | $71,786 | $65,561+9.5% | $86,188-16.7% | $75,163-4.5% |
| Participation rate | 70.6% | 60.5%+10.1pp | 69.0%+1.6pp | 67.2%+3.4pp |
| Annual return | 15.55% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $292 | $1,553-81.2% | $2,380-87.7% | $2,670-89.0% |
| Participant deferral / active EE | $2,325 | $3,024-23.1% | $3,985-41.7% | $4,125-43.6% |
| Admin fee / account holder | $1,890 | $5,474-65.5% | $6,852-72.4% | $5,651-66.6% |