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 | $36,458 | $217,402-83.2% | $185,823-80.4% | $167,490-78.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 18.56% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,292 | $6,356-32.5% | $5,568-22.9% | $6,341-32.3% |
| Admin fee / account holder | $869 | $19,811-95.6% | $16,237-94.6% | $12,309-92.9% |