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 | $230,343 | $166,020+38.7% | $164,866+39.7% | $145,959+57.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 16.76% | 100.08%-83.3pp | 69.97%-53.2pp | 561.95%-545.2pp |
| Employer contribution / active EE | $772 | $5,275-85.4% | $4,343-82.2% | $4,661-83.4% |
| Participant deferral / active EE | $3,408 | $6,961-51.0% | $6,033-43.5% | $6,689-49.1% |
| Admin fee / account holder | $2,766 | $16,644-83.4% | $12,689-78.2% | $13,398-79.4% |