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 | $66,983 | $214,378-68.8% | $200,582-66.6% | $142,382-53.0% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 97.15% | 46.41%+50.7pp | 42.33%+54.8pp | 217.08%-119.9pp |
| Employer contribution / active EE | $1,308 | $6,841-80.9% | $6,419-79.6% | $4,299-69.6% |
| Participant deferral / active EE | $3,166 | $9,865-67.9% | $9,331-66.1% | $6,507-51.3% |
| Admin fee / account holder | $1,029 | $17,692-94.2% | $16,305-93.7% | $12,624-91.9% |