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 | $128,039 | $154,117-16.9% | $129,995-1.5% | $139,434-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.76% | 32.48%-13.7pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $683 | $5,289-87.1% | $4,320-84.2% | $4,751-85.6% |
| Participant deferral / active EE | $3,305 | $6,710-50.7% | $5,820-43.2% | $6,710-50.7% |
| Admin fee / account holder | $1,619 | $14,007-88.4% | $10,614-84.7% | $11,403-85.8% |