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 | $87,042 | $105,181-17.2% | $159,436-45.4% | $85,850+1.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 17.20% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $509 | $3,318-84.7% | $4,829-89.5% | $2,565-80.2% |
| Participant deferral / active EE | $13,414 | $5,945+125.6% | $7,352+82.4% | $3,952+239.4% |
| Admin fee / account holder | $15,359 | $6,933+121.5% | $10,799+42.2% | $6,260+145.4% |