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 | $145,503 | $160,055-9.1% | $140,016+3.9% | $135,375+7.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.28% | 911.38%-907.1pp | 651.12%-646.8pp | 519.73%-515.5pp |
| Employer contribution / active EE | $1,255 | $6,420-80.5% | $5,606-77.6% | $4,779-73.7% |
| Participant deferral / active EE | $4,328 | $7,642-43.4% | $6,927-37.5% | $5,609-22.8% |
| Admin fee / account holder | $1,832 | $13,328-86.3% | $10,705-82.9% | $10,827-83.1% |