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 | $124,235 | $155,788-20.3% | $124,672-0.4% | $167,490-25.8% |
| Participation rate | 78.3% | 81.1%-2.8pp | 74.6%+3.6pp | 82.1%-3.8pp |
| Annual return | 12.59% | 17.97%-5.4pp | 5142.93%-5130.3pp | 478.56%-466.0pp |
| Employer contribution / active EE | $60 | $4,163-98.6% | $3,324-98.2% | $4,837-98.8% |
| Participant deferral / active EE | $2,780 | $5,673-51.0% | $4,614-39.7% | $6,341-56.2% |
| Admin fee / account holder | $4,619 | $9,531-51.5% | $7,493-38.4% | $12,309-62.5% |