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 | $170,284 | $176,056-3.3% | $159,436+6.8% | $167,490+1.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.86% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $805 | $5,297-84.8% | $4,829-83.3% | $4,837-83.4% |
| Participant deferral / active EE | $8,015 | $7,750+3.4% | $7,352+9.0% | $6,341+26.4% |
| Admin fee / account holder | $592 | $12,554-95.3% | $10,799-94.5% | $12,309-95.2% |