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 | $63,773 | $175,202-63.6% | $149,673-57.4% | $139,434-54.3% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.5pp | 80.3%-8.1pp |
| Annual return | 14.59% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $902 | $5,474-83.5% | $4,818-81.3% | $4,751-81.0% |
| Participant deferral / active EE | $3,429 | $6,519-47.4% | $5,680-39.6% | $6,710-48.9% |
| Admin fee / account holder | $3,575 | $16,150-77.9% | $13,210-72.9% | $11,403-68.7% |