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 7-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 | $69,214 | $111,535-37.9% | $105,223-34.2% | $137,256-49.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.61% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $787 | $3,939-80.0% | $3,689-78.7% | $4,156-81.1% |
| Participant deferral / active EE | $3,022 | $5,500-45.1% | $5,072-40.4% | $6,407-52.8% |
| Admin fee / account holder | $5,052 | $9,721-48.0% | $8,859-43.0% | $12,270-58.8% |