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 | $220,934 | $185,822+18.9% | $169,993+30.0% | $139,434+58.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.53% | 60.50%-40.0pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $963 | $7,590-87.3% | $6,785-85.8% | $4,751-79.7% |
| Participant deferral / active EE | $13,651 | $11,622+17.5% | $10,408+31.2% | $6,710+103.4% |
| Admin fee / account holder | $791 | $15,381-94.9% | $12,815-93.8% | $11,403-93.1% |