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 | $54,616 | $162,781-66.4% | $133,956-59.2% | $158,922-65.6% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 25.18% | 41.94%-16.8pp | 45.09%-19.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $916 | $4,975-81.6% | $3,919-76.6% | $4,761-80.8% |
| Participant deferral / active EE | $5,393 | $5,911-8.8% | $5,048+6.8% | $5,982-9.8% |
| Admin fee / account holder | $1,430 | $11,736-87.8% | $8,927-84.0% | $11,246-87.3% |