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 | $192,927 | $152,587+26.4% | $125,175+54.1% | $152,861+26.2% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 28.99% | 54.84%-25.9pp | 43.79%-14.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $740 | $4,946-85.0% | $3,865-80.8% | $4,762-84.5% |
| Participant deferral / active EE | $4,337 | $5,868-26.1% | $4,937-12.2% | $5,850-25.9% |
| Admin fee / account holder | $881 | $13,434-93.4% | $9,702-90.9% | $11,596-92.4% |