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 | $221,756 | $176,056+26.0% | $159,436+39.1% | $167,490+32.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.71% | 331.75%-315.0pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $881 | $5,297-83.4% | $4,829-81.8% | $4,837-81.8% |
| Participant deferral / active EE | $3,311 | $7,750-57.3% | $7,352-55.0% | $6,341-47.8% |
| Admin fee / account holder | $993 | $12,554-92.1% | $10,799-90.8% | $12,309-91.9% |