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 | $50,435 | $69,207-27.1% | $64,056-21.3% | $139,434-63.8% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 15.65% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $321 | $3,182-89.9% | $2,747-88.3% | $4,751-93.2% |
| Participant deferral / active EE | $4,015 | $4,682-14.2% | $3,880+3.5% | $6,710-40.2% |
| Admin fee / account holder | $1,139 | $4,244-73.2% | $3,068-62.9% | $11,403-90.0% |