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 | $90,679 | $179,726-49.5% | $156,263-42.0% | $142,382-36.3% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.9%+12.4pp | 80.1%+11.2pp |
| Annual return | 17.08% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,076 | $5,069-78.8% | $4,333-75.2% | $4,299-75.0% |
| Participant deferral / active EE | $5,424 | $6,956-22.0% | $6,158-11.9% | $6,507-16.6% |
| Admin fee / account holder | $4,843 | $17,272-72.0% | $14,255-66.0% | $12,624-61.6% |