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 | $179,726-30.5% | $156,263-20.0% | $142,382-12.2% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 14.02% | 77.86%-63.8pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $255 | $5,069-95.0% | $4,333-94.1% | $4,299-94.1% |
| Participant deferral / active EE | $6,277 | $6,956-9.8% | $6,158+1.9% | $6,507-3.5% |
| Admin fee / account holder | $6,660 | $17,272-61.4% | $14,255-53.3% | $12,624-47.2% |