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 | $42,676 | $68,346-37.6% | $94,646-54.9% | $75,163-43.2% |
| Participation rate | 87.0% | 76.1%+10.9pp | 80.8%+6.1pp | 67.2%+19.8pp |
| Annual return | 16.74% | 616.93%-600.2pp | 156.71%-140.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,450 | $6,537-47.2% | $7,418-53.5% | $4,125-16.4% |
| Admin fee / account holder | $737 | $5,326-86.2% | $7,231-89.8% | $5,651-87.0% |