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 | $170,918 | $202,318-15.5% | $172,739-1.1% | $152,861+11.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 26.36% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $360 | $5,856-93.9% | $5,143-93.0% | $4,762-92.4% |
| Participant deferral / active EE | $6,107 | $5,948+2.7% | $5,198+17.5% | $5,850+4.4% |
| Admin fee / account holder | $9,683 | $17,109-43.4% | $13,954-30.6% | $11,596-16.5% |