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 | $170,435 | $176,056-3.2% | $159,436+6.9% | $167,490+1.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.92% | 331.75%-319.8pp | 263.57%-251.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $638 | $5,297-88.0% | $4,829-86.8% | $4,837-86.8% |
| Participant deferral / active EE | $8,632 | $7,750+11.4% | $7,352+17.4% | $6,341+36.1% |
| Admin fee / account holder | $2,331 | $12,554-81.4% | $10,799-78.4% | $12,309-81.1% |