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 | $89,671 | $148,534-39.6% | $135,903-34.0% | $139,434-35.7% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 12.57% | 79.19%-66.6pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $689 | $5,243-86.9% | $4,856-85.8% | $4,751-85.5% |
| Participant deferral / active EE | $7,609 | $8,100-6.1% | $7,758-1.9% | $6,710+13.4% |
| Admin fee / account holder | $7,365 | $12,400-40.6% | $10,762-31.6% | $11,403-35.4% |