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 | $88,888 | $210,408-57.8% | $153,485-42.1% | $145,922-39.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.97% | 13.37%-4.4pp | 15.65%-6.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,260 | $6,048-79.2% | $5,039-75.0% | $4,660-73.0% |
| Participant deferral / active EE | $2,539 | $7,975-68.2% | $6,757-62.4% | $6,688-62.0% |
| Admin fee / account holder | $1,330 | $19,419-93.2% | $12,724-89.5% | $13,397-90.1% |