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 | $172,139 | $115,770+48.7% | $101,248+70.0% | $158,922+8.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 9.46% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $478 | $4,175-88.6% | $3,660-86.9% | $4,761-90.0% |
| Participant deferral / active EE | $3,049 | $4,957-38.5% | $4,370-30.2% | $5,982-49.0% |
| Admin fee / account holder | $1,193 | $7,245-83.5% | $5,945-79.9% | $11,246-89.4% |