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 | $66,736 | $159,934-58.3% | $147,005-54.6% | $145,959-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.40% | 98.24%-82.8pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $511 | $5,287-90.3% | $4,934-89.6% | $4,661-89.0% |
| Participant deferral / active EE | $9,072 | $8,427+7.6% | $8,070+12.4% | $6,689+35.6% |
| Admin fee / account holder | $1,751 | $15,053-88.4% | $13,006-86.5% | $13,398-86.9% |