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 | $78,032 | $198,466-60.7% | $170,442-54.2% | $147,584-47.1% |
| Participation rate | 70.6% | 88.0%-17.4pp | 83.6%-13.0pp | 82.8%-12.2pp |
| Annual return | 12.45% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,059 | $6,184-82.9% | $5,433-80.5% | $4,876-78.3% |
| Participant deferral / active EE | $2,609 | $5,629-53.7% | $4,939-47.2% | $5,439-52.0% |
| Admin fee / account holder | $3,002 | $16,852-82.2% | $13,880-78.4% | $10,885-72.4% |