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 | $83,096 | $148,534-44.1% | $135,903-38.9% | $139,434-40.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 29.79% | 79.19%-49.4pp | 68.23%-38.4pp | 372.94%-343.2pp |
| Employer contribution / active EE | $847 | $5,243-83.8% | $4,856-82.6% | $4,751-82.2% |
| Participant deferral / active EE | $4,843 | $8,100-40.2% | $7,758-37.6% | $6,710-27.8% |
| Admin fee / account holder | $334 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |