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 | $177,497 | $210,698-15.8% | $178,014-0.3% | $145,959+21.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.81% | 386.27%-378.5pp | 294.80%-287.0pp | 561.95%-554.1pp |
| Employer contribution / active EE | $573 | $4,567-87.4% | $3,950-85.5% | $4,661-87.7% |
| Participant deferral / active EE | $5,733 | $6,958-17.6% | $6,276-8.7% | $6,689-14.3% |
| Admin fee / account holder | $584 | $12,016-95.1% | $10,362-94.4% | $13,398-95.6% |