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 | $200,964 | $183,963+9.2% | $162,163+23.9% | $152,861+31.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 21.14% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.2pp |
| Employer contribution / active EE | $150 | $6,371-97.6% | $5,614-97.3% | $4,762-96.9% |
| Participant deferral / active EE | $10,337 | $8,034+28.7% | $7,298+41.6% | $5,850+76.7% |
| Admin fee / account holder | $21,070 | $13,121+60.6% | $10,843+94.3% | $11,596+81.7% |