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 | $194,374 | $183,963+5.7% | $162,163+19.9% | $152,861+27.2% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 25.36% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,351 | $6,371-78.8% | $5,614-75.9% | $4,762-71.6% |
| Participant deferral / active EE | $7,483 | $8,034-6.9% | $7,298+2.5% | $5,850+27.9% |
| Admin fee / account holder | $3,785 | $13,121-71.2% | $10,843-65.1% | $11,596-67.4% |