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 | $19,975 | $175,202-88.6% | $149,673-86.7% | $139,434-85.7% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 11.87% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $938 | $5,474-82.9% | $4,818-80.5% | $4,751-80.2% |
| Participant deferral / active EE | $1,889 | $6,519-71.0% | $5,680-66.7% | $6,710-71.8% |
| Admin fee / account holder | $735 | $16,150-95.5% | $13,210-94.4% | $11,403-93.6% |