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 | $54,462 | $183,963-70.4% | $162,163-66.4% | $152,861-64.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 28.99% | 150.76%-121.8pp | 115.59%-86.6pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,080 | $6,371-83.0% | $5,614-80.8% | $4,762-77.3% |
| Participant deferral / active EE | $5,737 | $8,034-28.6% | $7,298-21.4% | $5,850-1.9% |
| Admin fee / account holder | $2,015 | $13,121-84.6% | $10,843-81.4% | $11,596-82.6% |