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 | $89,939 | $198,466-54.7% | $170,442-47.2% | $147,584-39.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 17.85% | 257.29%-239.4pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,123 | $6,184-81.8% | $5,433-79.3% | $4,876-77.0% |
| Participant deferral / active EE | $3,482 | $5,629-38.2% | $4,939-29.5% | $5,439-36.0% |
| Admin fee / account holder | $1,262 | $16,852-92.5% | $13,880-90.9% | $10,885-88.4% |