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 | $33,421 | $124,281-73.1% | $109,143-69.4% | $167,490-80.0% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 20.18% | 26.04%-5.9pp | 25.75%-5.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $675 | $4,207-84.0% | $3,722-81.9% | $4,837-86.0% |
| Participant deferral / active EE | $3,973 | $5,255-24.4% | $4,653-14.6% | $6,341-37.3% |
| Admin fee / account holder | $745 | $7,970-90.6% | $6,752-89.0% | $12,309-93.9% |