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 | $96,223 | $162,781-40.9% | $133,956-28.2% | $158,922-39.5% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 16.03% | 41.94%-25.9pp | 45.09%-29.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $716 | $4,975-85.6% | $3,919-81.7% | $4,761-85.0% |
| Participant deferral / active EE | $4,998 | $5,911-15.4% | $5,048-1.0% | $5,982-16.5% |
| Admin fee / account holder | $2,002 | $11,736-82.9% | $8,927-77.6% | $11,246-82.2% |