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 | $84,617 | $157,256-46.2% | $141,162-40.1% | $152,861-44.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.87% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $688 | $5,261-86.9% | $4,735-85.5% | $4,762-85.6% |
| Participant deferral / active EE | $5,040 | $7,109-29.1% | $6,709-24.9% | $5,850-13.8% |
| Admin fee / account holder | $661 | $12,120-94.5% | $10,261-93.6% | $11,596-94.3% |