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 | $66,782 | $175,202-61.9% | $149,673-55.4% | $139,434-52.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.77% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,016 | $5,474-81.4% | $4,818-78.9% | $4,751-78.6% |
| Participant deferral / active EE | $4,577 | $6,519-29.8% | $5,680-19.4% | $6,710-31.8% |
| Admin fee / account holder | $1,249 | $16,150-92.3% | $13,210-90.5% | $11,403-89.0% |