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 8-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 | $130,027 | $105,126+23.7% | $94,646+37.4% | $139,434-6.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.94% | 38.03%-24.1pp | 156.71%-142.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $225 | $4,106-94.5% | $3,672-93.9% | $4,751-95.3% |
| Participant deferral / active EE | $6,833 | $7,599-10.1% | $7,418-7.9% | $6,710+1.8% |
| Admin fee / account holder | $9,051 | $8,984+0.7% | $7,231+25.2% | $11,403-20.6% |