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 | $195,163 | $176,056+10.9% | $159,436+22.4% | $167,490+16.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.52% | 331.75%-315.2pp | 263.57%-247.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $945 | $5,297-82.2% | $4,829-80.4% | $4,837-80.5% |
| Participant deferral / active EE | $8,352 | $7,750+7.8% | $7,352+13.6% | $6,341+31.7% |
| Admin fee / account holder | $5,870 | $12,554-53.2% | $10,799-45.6% | $12,309-52.3% |