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 | $88,633 | $157,256-43.6% | $141,162-37.2% | $152,861-42.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 20.56% | 64.32%-43.8pp | 71.39%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $644 | $5,261-87.8% | $4,735-86.4% | $4,762-86.5% |
| Participant deferral / active EE | $3,197 | $7,109-55.0% | $6,709-52.3% | $5,850-45.3% |
| Admin fee / account holder | $944 | $12,120-92.2% | $10,261-90.8% | $11,596-91.9% |