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 10-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 | $73,945 | $148,534-50.2% | $135,903-45.6% | $139,434-47.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 16.58% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $517 | $5,243-90.1% | $4,856-89.4% | $4,751-89.1% |
| Participant deferral / active EE | $4,690 | $8,100-42.1% | $7,758-39.5% | $6,710-30.1% |
| Admin fee / account holder | $3,765 | $12,400-69.6% | $10,762-65.0% | $11,403-67.0% |