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 | $36,999 | $148,534-75.1% | $135,903-72.8% | $139,434-73.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 27.40% | 79.19%-51.8pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $832 | $5,243-84.1% | $4,856-82.9% | $4,751-82.5% |
| Participant deferral / active EE | $9,208 | $8,100+13.7% | $7,758+18.7% | $6,710+37.2% |
| Admin fee / account holder | $440 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |