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 | $80,868 | $153,772-47.4% | $133,980-39.6% | $273,961-70.5% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 96.57% | 36.51%+60.1pp | 29.30%+67.3pp | 41.45%+55.1pp |
| Employer contribution / active EE | $180 | $6,029-97.0% | $5,211-96.6% | $4,869-96.3% |
| Participant deferral / active EE | $4,485 | $6,958-35.5% | $6,282-28.6% | $5,287-15.2% |
| Admin fee / account holder | $35,366 | $11,765+200.6% | $9,324+279.3% | $10,132+249.1% |