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 | $198,803 | $209,411-5.1% | $178,490+11.4% | $158,922+25.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 21.26% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,140 | $5,706-80.0% | $5,011-77.3% | $4,761-76.1% |
| Participant deferral / active EE | $7,314 | $5,954+22.8% | $5,202+40.6% | $5,982+22.3% |
| Admin fee / account holder | $4,053 | $17,074-76.3% | $13,984-71.0% | $11,246-64.0% |