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 | $81,995 | $159,901-48.7% | $146,958-44.2% | $145,922-43.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.60% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $554 | $5,286-89.5% | $4,933-88.8% | $4,660-88.1% |
| Participant deferral / active EE | $6,768 | $8,428-19.7% | $8,070-16.1% | $6,688+1.2% |
| Admin fee / account holder | $2,616 | $15,044-82.6% | $12,998-79.9% | $13,397-80.5% |