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 7-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 | $25,779 | $176,056-85.4% | $159,436-83.8% | $167,490-84.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 30.67% | 331.75%-301.1pp | 263.57%-232.9pp | 478.56%-447.9pp |
| Employer contribution / active EE | $746 | $5,297-85.9% | $4,829-84.6% | $4,837-84.6% |
| Participant deferral / active EE | $7,933 | $7,750+2.4% | $7,352+7.9% | $6,341+25.1% |
| Admin fee / account holder | $367 | $12,554-97.1% | $10,799-96.6% | $12,309-97.0% |