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 | $85,508 | $152,587-44.0% | $125,175-31.7% | $152,861-44.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 20.15% | 54.84%-34.7pp | 43.79%-23.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $851 | $4,946-82.8% | $3,865-78.0% | $4,762-82.1% |
| Participant deferral / active EE | $2,997 | $5,868-48.9% | $4,937-39.3% | $5,850-48.8% |
| Admin fee / account holder | $9,465 | $13,434-29.5% | $9,702-2.4% | $11,596-18.4% |