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 | $77,586 | $198,466-60.9% | $170,442-54.5% | $147,584-47.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.12% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $964 | $6,184-84.4% | $5,433-82.3% | $4,876-80.2% |
| Participant deferral / active EE | $2,911 | $5,629-48.3% | $4,939-41.1% | $5,439-46.5% |
| Admin fee / account holder | $1,014 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |