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 6-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 | $43,683 | $159,602-72.6% | $150,045-70.9% | $142,382-69.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 28.29% | 70.24%-41.9pp | 62.55%-34.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $887 | $4,961-82.1% | $4,693-81.1% | $4,299-79.4% |
| Participant deferral / active EE | $13,083 | $8,310+57.4% | $7,997+63.6% | $6,507+101.0% |
| Admin fee / account holder | $15,344 | $14,846+3.4% | $13,435+14.2% | $12,624+21.6% |