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 6-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 | $42,464 | $159,602-73.4% | $150,045-71.7% | $142,382-70.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.21% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $837 | $4,961-83.1% | $4,693-82.2% | $4,299-80.5% |
| Participant deferral / active EE | $6,201 | $8,310-25.4% | $7,997-22.5% | $6,507-4.7% |
| Admin fee / account holder | $3,765 | $14,846-74.6% | $13,435-72.0% | $12,624-70.2% |