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 | $126,475 | $112,096+12.8% | $95,952+31.8% | $158,922-20.4% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 8.57% | 171.09%-162.5pp | 91.61%-83.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $186 | $3,198-94.2% | $2,541-92.7% | $4,761-96.1% |
| Participant deferral / active EE | $1,675 | $4,784-65.0% | $4,167-59.8% | $5,982-72.0% |
| Admin fee / account holder | $6,312 | $10,130-37.7% | $6,795-7.1% | $11,246-43.9% |