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 | $103,580 | $64,324+61.0% | $118,925-12.9% | $79,858+29.7% |
| Participation rate | 94.7% | 64.9%+29.9pp | 75.4%+19.4pp | 69.6%+25.1pp |
| Annual return | 15.92% | 86.45%-70.5pp | 35.88%-20.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $416 | $1,836-77.4% | $3,263-87.3% | $2,471-83.2% |
| Participant deferral / active EE | $5,910 | $2,824+109.3% | $4,265+38.6% | $3,740+58.0% |
| Admin fee / account holder | $13,260 | $4,040+228.2% | $6,581+101.5% | $5,306+149.9% |