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 | $25,944 | $165,335-84.3% | $149,696-82.7% | $158,922-83.7% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 19.66% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $841 | $5,103-83.5% | $4,644-81.9% | $4,761-82.3% |
| Participant deferral / active EE | $2,635 | $7,181-63.3% | $6,842-61.5% | $5,982-56.0% |
| Admin fee / account holder | $600 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |