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 | $199,464 | $171,865+16.1% | $149,718+33.2% | $147,584+35.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 20.33% | 2113.22%-2092.9pp | 1501.63%-1481.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $346 | $6,275-94.5% | $5,445-93.6% | $4,876-92.9% |
| Participant deferral / active EE | $8,310 | $7,271+14.3% | $6,569+26.5% | $5,439+52.8% |
| Admin fee / account holder | $464 | $13,799-96.6% | $11,283-95.9% | $10,885-95.7% |