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 | $101,031 | $183,963-45.1% | $162,163-37.7% | $152,861-33.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 17.58% | 150.76%-133.2pp | 115.59%-98.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $568 | $6,371-91.1% | $5,614-89.9% | $4,762-88.1% |
| Participant deferral / active EE | $3,012 | $8,034-62.5% | $7,298-58.7% | $5,850-48.5% |
| Admin fee / account holder | $5,020 | $13,121-61.7% | $10,843-53.7% | $11,596-56.7% |