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 | $160,605 | $176,056-8.8% | $159,436+0.7% | $167,490-4.1% |
| Participation rate | 78.3% | 84.9%-6.7pp | 82.8%-4.6pp | 82.1%-3.8pp |
| Annual return | 14.53% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $234 | $5,297-95.6% | $4,829-95.1% | $4,837-95.2% |
| Participant deferral / active EE | $10,289 | $7,750+32.8% | $7,352+39.9% | $6,341+62.3% |
| Admin fee / account holder | $1,506 | $12,554-88.0% | $10,799-86.1% | $12,309-87.8% |