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 6-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 | $223,858 | $197,591+13.3% | $177,821+25.9% | $158,922+40.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 106.03% | 58.76%+47.3pp | 48.32%+57.7pp | 302.83%-196.8pp |
| Employer contribution / active EE | $1,142 | $6,697-83.0% | $5,918-80.7% | $4,761-76.0% |
| Participant deferral / active EE | $5,244 | $8,405-37.6% | $7,714-32.0% | $5,982-12.3% |
| Admin fee / account holder | $408 | $15,399-97.4% | $12,427-96.7% | $11,246-96.4% |