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 | $125,526 | $176,056-28.7% | $159,436-21.3% | $167,490-25.1% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 17.73% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $879 | $5,297-83.4% | $4,829-81.8% | $4,837-81.8% |
| Participant deferral / active EE | $4,594 | $7,750-40.7% | $7,352-37.5% | $6,341-27.6% |
| Admin fee / account holder | $781 | $12,554-93.8% | $10,799-92.8% | $12,309-93.7% |