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 | $96,244 | $111,535-13.7% | $105,223-8.5% | $137,256-29.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 18.20% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $216 | $3,939-94.5% | $3,689-94.2% | $4,156-94.8% |
| Participant deferral / active EE | $2,158 | $5,500-60.8% | $5,072-57.5% | $6,407-66.3% |
| Admin fee / account holder | $1,749 | $9,721-82.0% | $8,859-80.3% | $12,270-85.7% |