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 | $23,438 | $175,202-86.6% | $149,673-84.3% | $139,434-83.2% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 11.19% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $996 | $5,474-81.8% | $4,818-79.3% | $4,751-79.0% |
| Participant deferral / active EE | $2,663 | $6,519-59.1% | $5,680-53.1% | $6,710-60.3% |
| Admin fee / account holder | $2,516 | $16,150-84.4% | $13,210-81.0% | $11,403-77.9% |