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 | $65,365 | $165,335-60.5% | $149,696-56.3% | $158,922-58.9% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 41.57% | 348.15%-306.6pp | 276.60%-235.0pp | 302.83%-261.3pp |
| Employer contribution / active EE | $530 | $5,103-89.6% | $4,644-88.6% | $4,761-88.9% |
| Participant deferral / active EE | $6,585 | $7,181-8.3% | $6,842-3.8% | $5,982+10.1% |
| Admin fee / account holder | $5,168 | $10,807-52.2% | $9,309-44.5% | $11,246-54.0% |