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 | $79,567 | $133,922-40.6% | $116,228-31.5% | $142,382-44.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 21.97% | 147.76%-125.8pp | 90.06%-68.1pp | 217.08%-195.1pp |
| Employer contribution / active EE | $157 | $3,446-95.4% | $2,994-94.7% | $4,299-96.3% |
| Participant deferral / active EE | $3,240 | $5,672-42.9% | $4,953-34.6% | $6,507-50.2% |
| Admin fee / account holder | $317 | $14,945-97.9% | $11,989-97.4% | $12,624-97.5% |