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 | $40,956 | $209,411-80.4% | $178,490-77.1% | $158,922-74.2% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 21.91% | 188.75%-166.8pp | 151.07%-129.2pp | 302.83%-280.9pp |
| Employer contribution / active EE | $498 | $5,706-91.3% | $5,011-90.1% | $4,761-89.5% |
| Participant deferral / active EE | $4,760 | $5,954-20.1% | $5,202-8.5% | $5,982-20.4% |
| Admin fee / account holder | $5,401 | $17,074-68.4% | $13,984-61.4% | $11,246-52.0% |