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 | $211,535 | $133,922+58.0% | $116,228+82.0% | $142,382+48.6% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 14.22% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $371 | $3,446-89.2% | $2,994-87.6% | $4,299-91.4% |
| Participant deferral / active EE | $2,585 | $5,672-54.4% | $4,953-47.8% | $6,507-60.3% |
| Admin fee / account holder | $1,903 | $14,945-87.3% | $11,989-84.1% | $12,624-84.9% |