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 | $69,354 | $154,117-55.0% | $129,995-46.6% | $139,434-50.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 18.16% | 32.48%-14.3pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,048 | $5,289-80.2% | $4,320-75.8% | $4,751-78.0% |
| Participant deferral / active EE | $6,312 | $6,710-5.9% | $5,820+8.5% | $6,710-5.9% |
| Admin fee / account holder | $1,279 | $14,007-90.9% | $10,614-87.9% | $11,403-88.8% |