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 9-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 | $27,781 | $109,982-74.7% | $97,226-71.4% | $145,922-81.0% |
| Participation rate | 72.7% | 75.9%-3.2pp | 72.7%0pp | 80.3%-7.5pp |
| Annual return | 12.03% | 242.90%-230.9pp | 75.13%-63.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,904 | $4,676-16.5% | $4,264-8.4% | $6,688-41.6% |
| Admin fee / account holder | $4,384 | $6,221-29.5% | $5,654-22.5% | $13,397-67.3% |