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 | $26,190 | $179,726-85.4% | $156,263-83.2% | $142,382-81.6% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 19.96% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $982 | $5,069-80.6% | $4,333-77.3% | $4,299-77.2% |
| Participant deferral / active EE | $4,265 | $6,956-38.7% | $6,158-30.7% | $6,507-34.5% |
| Admin fee / account holder | $585 | $17,272-96.6% | $14,255-95.9% | $12,624-95.4% |