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 | $116,957 | $115,770+1.0% | $101,248+15.5% | $158,922-26.4% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 15.64% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $723 | $4,175-82.7% | $3,660-80.2% | $4,761-84.8% |
| Participant deferral / active EE | $2,185 | $4,957-55.9% | $4,370-50.0% | $5,982-63.5% |
| Admin fee / account holder | $1,219 | $7,245-83.2% | $5,945-79.5% | $11,246-89.2% |