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 | $89,112 | $201,272-55.7% | $184,203-51.6% | $145,922-38.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 11.82% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,455 | $7,022-79.3% | $6,427-77.4% | $4,660-68.8% |
| Participant deferral / active EE | $3,793 | $9,806-61.3% | $9,131-58.5% | $6,688-43.3% |
| Admin fee / account holder | $561 | $16,364-96.6% | $13,901-96.0% | $13,397-95.8% |