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 | $56,308 | $165,335-65.9% | $149,696-62.4% | $158,922-64.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 9.56% | 348.15%-338.6pp | 276.60%-267.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $772 | $5,103-84.9% | $4,644-83.4% | $4,761-83.8% |
| Participant deferral / active EE | $5,103 | $7,181-28.9% | $6,842-25.4% | $5,982-14.7% |
| Admin fee / account holder | $5,286 | $10,807-51.1% | $9,309-43.2% | $11,246-53.0% |