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 | $209,989 | $201,272+4.3% | $184,203+14.0% | $145,922+43.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 15.34% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,331 | $7,022-81.0% | $6,427-79.3% | $4,660-71.4% |
| Participant deferral / active EE | $9,870 | $9,806+0.7% | $9,131+8.1% | $6,688+47.6% |
| Admin fee / account holder | $2,116 | $16,364-87.1% | $13,901-84.8% | $13,397-84.2% |