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 4-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 | $110,004 | $177,572-38.1% | $154,803-28.9% | $142,382-22.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 215.66% | 65.07%+150.6pp | 58.88%+156.8pp | 217.08%-1.4pp |
| Employer contribution / active EE | $748 | $4,810-84.5% | $4,305-82.6% | $4,299-82.6% |
| Participant deferral / active EE | $9,516 | $6,272+51.7% | $5,540+71.7% | $6,507+46.2% |
| Admin fee / account holder | $576 | $16,786-96.6% | $14,329-96.0% | $12,624-95.4% |