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 | $172,667 | $144,119+19.8% | $117,854+46.5% | $147,584+17.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 18.98% | 531.15%-512.2pp | 335.08%-316.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $749 | $4,896-84.7% | $3,786-80.2% | $4,876-84.6% |
| Participant deferral / active EE | $8,288 | $5,316+55.9% | $4,482+84.9% | $5,439+52.4% |
| Admin fee / account holder | $374 | $10,886-96.6% | $8,020-95.3% | $10,885-96.6% |