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 | $236,329 | $162,781+45.2% | $133,956+76.4% | $158,922+48.7% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 14.56% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $919 | $4,975-81.5% | $3,919-76.5% | $4,761-80.7% |
| Participant deferral / active EE | $5,274 | $5,911-10.8% | $5,048+4.5% | $5,982-11.8% |
| Admin fee / account holder | $22,762 | $11,736+93.9% | $8,927+155.0% | $11,246+102.4% |