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 | $113,851 | $209,411-45.6% | $178,490-36.2% | $158,922-28.4% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 11.62% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,013 | $5,706-82.2% | $5,011-79.8% | $4,761-78.7% |
| Participant deferral / active EE | $3,966 | $5,954-33.4% | $5,202-23.8% | $5,982-33.7% |
| Admin fee / account holder | $1,140 | $17,074-93.3% | $13,984-91.8% | $11,246-89.9% |