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 | $127,506 | $157,256-18.9% | $141,162-9.7% | $152,861-16.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 17.97% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $522 | $5,261-90.1% | $4,735-89.0% | $4,762-89.0% |
| Participant deferral / active EE | $4,826 | $7,109-32.1% | $6,709-28.1% | $5,850-17.5% |
| Admin fee / account holder | $2,411 | $12,120-80.1% | $10,261-76.5% | $11,596-79.2% |