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 9-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 | $176,195 | $183,963-4.2% | $162,163+8.7% | $152,861+15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.93% | 150.76%-124.8pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $813 | $6,371-87.2% | $5,614-85.5% | $4,762-82.9% |
| Participant deferral / active EE | $4,445 | $8,034-44.7% | $7,298-39.1% | $5,850-24.0% |
| Admin fee / account holder | $1,135 | $13,121-91.3% | $10,843-89.5% | $11,596-90.2% |