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 | $120,840 | $185,822-35.0% | $169,993-28.9% | $139,434-13.3% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 17.02% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,086 | $7,590-85.7% | $6,785-84.0% | $4,751-77.1% |
| Participant deferral / active EE | $3,755 | $11,622-67.7% | $10,408-63.9% | $6,710-44.0% |
| Admin fee / account holder | $875 | $15,381-94.3% | $12,815-93.2% | $11,403-92.3% |