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 | $28,157 | $157,256-82.1% | $141,162-80.1% | $152,861-81.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 29.11% | 64.32%-35.2pp | 71.39%-42.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $673 | $5,261-87.2% | $4,735-85.8% | $4,762-85.9% |
| Participant deferral / active EE | $3,883 | $7,109-45.4% | $6,709-42.1% | $5,850-33.6% |
| Admin fee / account holder | $1,208 | $12,120-90.0% | $10,261-88.2% | $11,596-89.6% |