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 | $40,450 | $197,591-79.5% | $177,821-77.3% | $158,922-74.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.99% | 58.76%-41.8pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,417 | $6,697-78.8% | $5,918-76.1% | $4,761-70.2% |
| Participant deferral / active EE | $4,642 | $8,405-44.8% | $7,714-39.8% | $5,982-22.4% |
| Admin fee / account holder | $2,094 | $15,399-86.4% | $12,427-83.1% | $11,246-81.4% |