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 | $30,840 | $107,334-71.3% | $92,893-66.8% | $152,861-79.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.93% | 145.58%-123.6pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $444 | $4,221-89.5% | $3,653-87.8% | $4,762-90.7% |
| Participant deferral / active EE | $2,362 | $4,845-51.2% | $4,236-44.2% | $5,850-59.6% |
| Admin fee / account holder | $3,880 | $7,079-45.2% | $5,794-33.0% | $11,596-66.5% |