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 | $145,181 | $114,381+26.9% | $107,525+35.0% | $142,382+2.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 11.65% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $651 | $4,015-83.8% | $3,754-82.6% | $4,299-84.8% |
| Participant deferral / active EE | $4,118 | $5,564-26.0% | $5,116-19.5% | $6,507-36.7% |
| Admin fee / account holder | $3,342 | $9,860-66.1% | $8,919-62.5% | $12,624-73.5% |