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 | $108,771 | $65,409+66.3% | $98,442+10.5% | $85,850+26.7% |
| Participation rate | 73.5% | 65.0%+8.5pp | 73.3%+0.2pp | 69.3%+4.2pp |
| Annual return | 33.18% | 21.76%+11.4pp | 1492.73%-1459.6pp | 318.53%-285.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,143 | $3,166+94.0% | $4,276+43.6% | $3,952+55.4% |
| Admin fee / account holder | $841 | $4,593-81.7% | $5,949-85.9% | $6,260-86.6% |