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 | $99,706 | $209,411-52.4% | $178,490-44.1% | $158,922-37.3% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 8.89% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,051 | $5,706-81.6% | $5,011-79.0% | $4,761-77.9% |
| Participant deferral / active EE | $3,152 | $5,954-47.1% | $5,202-39.4% | $5,982-47.3% |
| Admin fee / account holder | $1,600 | $17,074-90.6% | $13,984-88.6% | $11,246-85.8% |