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 | $54,671 | $198,466-72.5% | $170,442-67.9% | $147,584-63.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 12.84% | 257.29%-244.5pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $835 | $6,184-86.5% | $5,433-84.6% | $4,876-82.9% |
| Participant deferral / active EE | $2,426 | $5,629-56.9% | $4,939-50.9% | $5,439-55.4% |
| Admin fee / account holder | $9,011 | $16,852-46.5% | $13,880-35.1% | $10,885-17.2% |