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 | $106,758 | $118,680-10.0% | $98,907+7.9% | $158,922-32.8% |
| Participation rate | 81.0% | 77.8%+3.1pp | 76.0%+4.9pp | 82.0%-1.0pp |
| Annual return | 16.30% | 372.35%-356.1pp | 196.43%-180.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $267 | $3,333-92.0% | $2,689-90.1% | $4,761-94.4% |
| Participant deferral / active EE | $4,616 | $5,088-9.3% | $4,244+8.8% | $5,982-22.8% |
| Admin fee / account holder | $5,274 | $10,131-47.9% | $6,642-20.6% | $11,246-53.1% |