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 | $162,567 | $209,411-22.4% | $178,490-8.9% | $158,922+2.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.02% | 188.75%-175.7pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $887 | $5,706-84.5% | $5,011-82.3% | $4,761-81.4% |
| Participant deferral / active EE | $7,478 | $5,954+25.6% | $5,202+43.8% | $5,982+25.0% |
| Admin fee / account holder | $1,211 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |