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 | $76,380 | $198,466-61.5% | $170,442-55.2% | $147,584-48.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 39.03% | 257.29%-218.3pp | 205.93%-166.9pp | 578.55%-539.5pp |
| Employer contribution / active EE | $947 | $6,184-84.7% | $5,433-82.6% | $4,876-80.6% |
| Participant deferral / active EE | $7,133 | $5,629+26.7% | $4,939+44.4% | $5,439+31.2% |
| Admin fee / account holder | $304 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |