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 | $169,741 | $154,228+10.1% | $145,433+16.7% | $137,256+23.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.05% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $474 | $4,804-90.1% | $4,554-89.6% | $4,156-88.6% |
| Participant deferral / active EE | $5,500 | $8,216-33.1% | $7,897-30.4% | $6,407-14.2% |
| Admin fee / account holder | $6,382 | $14,344-55.5% | $13,129-51.4% | $12,270-48.0% |