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 | $135,612 | $185,822-27.0% | $169,993-20.2% | $139,434-2.7% |
| Participation rate | 81.0% | 87.8%-6.8pp | 87.0%-6.0pp | 80.3%+0.6pp |
| Annual return | 11.61% | 60.50%-48.9pp | 53.37%-41.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $973 | $7,590-87.2% | $6,785-85.7% | $4,751-79.5% |
| Participant deferral / active EE | $7,258 | $11,622-37.5% | $10,408-30.3% | $6,710+8.2% |
| Admin fee / account holder | $44,085 | $15,381+186.6% | $12,815+244.0% | $11,403+286.6% |