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 | $97,521 | $105,181-7.3% | $159,436-38.8% | $85,850+13.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 17.42% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $492 | $3,318-85.2% | $4,829-89.8% | $2,565-80.8% |
| Participant deferral / active EE | $2,741 | $5,945-53.9% | $7,352-62.7% | $3,952-30.6% |
| Admin fee / account holder | $835 | $6,933-88.0% | $10,799-92.3% | $6,260-86.7% |