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 | $193,136 | $171,865+12.4% | $149,718+29.0% | $147,584+30.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.07% | 2113.22%-2098.1pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,305 | $6,275-79.2% | $5,445-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $10,350 | $7,271+42.4% | $6,569+57.6% | $5,439+90.3% |
| Admin fee / account holder | $439 | $13,799-96.8% | $11,283-96.1% | $10,885-96.0% |