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 | $104,840 | $97,757+7.2% | $83,848+25.0% | $135,375-22.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 7.27% | 1287.37%-1280.1pp | 850.88%-843.6pp | 519.73%-512.5pp |
| Employer contribution / active EE | $367 | $4,222-91.3% | $3,631-89.9% | $4,779-92.3% |
| Participant deferral / active EE | $1,427 | $4,682-69.5% | $4,082-65.1% | $5,609-74.6% |
| Admin fee / account holder | $4,529 | $6,674-32.1% | $5,478-17.3% | $10,827-58.2% |