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 | $108,672 | $179,726-39.5% | $156,263-30.5% | $142,382-23.7% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 14.89% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $442 | $5,069-91.3% | $4,333-89.8% | $4,299-89.7% |
| Participant deferral / active EE | $4,128 | $6,956-40.7% | $6,158-33.0% | $6,507-36.6% |
| Admin fee / account holder | $1,876 | $17,272-89.1% | $14,255-86.8% | $12,624-85.1% |