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 | $24,346 | $183,519-86.7% | $155,509-84.3% | $145,922-83.3% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 73.39% | 61.17%+12.2pp | 64.67%+8.7pp | 561.29%-487.9pp |
| Employer contribution / active EE | $999 | $5,313-81.2% | $4,672-78.6% | $4,660-78.6% |
| Participant deferral / active EE | $3,169 | $6,462-51.0% | $5,626-43.7% | $6,688-52.6% |
| Admin fee / account holder | $1,207 | $19,313-93.8% | $15,912-92.4% | $13,397-91.0% |