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 | $40,400 | $118,680-66.0% | $98,907-59.2% | $158,922-74.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 14.43% | 372.35%-357.9pp | 196.43%-182.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $263 | $3,333-92.1% | $2,689-90.2% | $4,761-94.5% |
| Participant deferral / active EE | $2,261 | $5,088-55.6% | $4,244-46.7% | $5,982-62.2% |
| Admin fee / account holder | $4,309 | $10,131-57.5% | $6,642-35.1% | $11,246-61.7% |