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 | $239,147 | $159,901+49.6% | $146,958+62.7% | $145,922+63.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 20.71% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $664 | $5,286-87.4% | $4,933-86.5% | $4,660-85.8% |
| Participant deferral / active EE | $7,456 | $8,428-11.5% | $8,070-7.6% | $6,688+11.5% |
| Admin fee / account holder | $26,348 | $15,044+75.1% | $12,998+102.7% | $13,397+96.7% |