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 | $132,684 | $176,056-24.6% | $159,436-16.8% | $167,490-20.8% |
| Participation rate | 79.2% | 84.9%-5.8pp | 82.8%-3.7pp | 82.1%-2.9pp |
| Annual return | 15.26% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $824 | $5,297-84.4% | $4,829-82.9% | $4,837-83.0% |
| Participant deferral / active EE | $5,948 | $7,750-23.3% | $7,352-19.1% | $6,341-6.2% |
| Admin fee / account holder | $453 | $12,554-96.4% | $10,799-95.8% | $12,309-96.3% |