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 | $142,294 | $176,056-19.2% | $159,436-10.8% | $167,490-15.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.51% | 331.75%-316.2pp | 263.57%-248.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $400 | $5,297-92.4% | $4,829-91.7% | $4,837-91.7% |
| Participant deferral / active EE | $11,204 | $7,750+44.6% | $7,352+52.4% | $6,341+76.7% |
| Admin fee / account holder | $2,350 | $12,554-81.3% | $10,799-78.2% | $12,309-80.9% |