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 | $162,348 | $159,901+1.5% | $146,958+10.5% | $145,922+11.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 20.85% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $659 | $5,286-87.5% | $4,933-86.6% | $4,660-85.9% |
| Participant deferral / active EE | $8,744 | $8,428+3.7% | $8,070+8.3% | $6,688+30.7% |
| Admin fee / account holder | $2,278 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |