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 | $124,975 | $178,174-29.9% | $156,181-20.0% | $137,256-8.9% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.8%+16.8pp | 80.0%+15.7pp |
| Annual return | 14.02% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $255 | $4,972-94.9% | $4,294-94.1% | $4,156-93.9% |
| Participant deferral / active EE | $6,277 | $6,888-8.9% | $6,132+2.4% | $6,407-2.0% |
| Admin fee / account holder | $6,660 | $17,404-61.7% | $14,586-54.3% | $12,270-45.7% |