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 | $243,142 | $202,318+20.2% | $172,739+40.8% | $152,861+59.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.84% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $930 | $5,856-84.1% | $5,143-81.9% | $4,762-80.5% |
| Participant deferral / active EE | $5,045 | $5,948-15.2% | $5,198-2.9% | $5,850-13.8% |
| Admin fee / account holder | $13,239 | $17,109-22.6% | $13,954-5.1% | $11,596+14.2% |