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 | $102,892 | $148,534-30.7% | $135,903-24.3% | $139,434-26.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.03% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $964 | $5,243-81.6% | $4,856-80.2% | $4,751-79.7% |
| Participant deferral / active EE | $15,258 | $8,100+88.4% | $7,758+96.7% | $6,710+127.4% |
| Admin fee / account holder | $799 | $12,400-93.6% | $10,762-92.6% | $11,403-93.0% |