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 4-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 | $42,759 | $185,822-77.0% | $169,993-74.8% | $139,434-69.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 106.30% | 60.50%+45.8pp | 53.37%+52.9pp | 372.94%-266.6pp |
| Employer contribution / active EE | $1,369 | $7,590-82.0% | $6,785-79.8% | $4,751-71.2% |
| Participant deferral / active EE | $4,041 | $11,622-65.2% | $10,408-61.2% | $6,710-39.8% |
| Admin fee / account holder | $369 | $15,381-97.6% | $12,815-97.1% | $11,403-96.8% |