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 | $90,555 | $176,056-48.6% | $159,436-43.2% | $167,490-45.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 39.82% | 331.75%-291.9pp | 263.57%-223.8pp | 478.56%-438.7pp |
| Employer contribution / active EE | $952 | $5,297-82.0% | $4,829-80.3% | $4,837-80.3% |
| Participant deferral / active EE | $3,282 | $7,750-57.7% | $7,352-55.4% | $6,341-48.3% |
| Admin fee / account holder | $1,078 | $12,554-91.4% | $10,799-90.0% | $12,309-91.2% |