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 | $120,546 | $198,466-39.3% | $170,442-29.3% | $147,584-18.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.18% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $346 | $6,184-94.4% | $5,433-93.6% | $4,876-92.9% |
| Participant deferral / active EE | $6,890 | $5,629+22.4% | $4,939+39.5% | $5,439+26.7% |
| Admin fee / account holder | $1,984 | $16,852-88.2% | $13,880-85.7% | $10,885-81.8% |