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 7-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 | $175,552 | $159,901+9.8% | $146,958+19.5% | $145,922+20.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.33% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $531 | $5,286-90.0% | $4,933-89.2% | $4,660-88.6% |
| Participant deferral / active EE | $13,286 | $8,428+57.6% | $8,070+64.6% | $6,688+98.7% |
| Admin fee / account holder | $46,618 | $15,044+209.9% | $12,998+258.7% | $13,397+248.0% |