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 | $242,333 | $217,402+11.5% | $185,823+30.4% | $167,490+44.7% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 17.90% | 148.36%-130.5pp | 122.05%-104.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $944 | $5,873-83.9% | $5,167-81.7% | $4,837-80.5% |
| Participant deferral / active EE | $3,440 | $6,356-45.9% | $5,568-38.2% | $6,341-45.7% |
| Admin fee / account holder | $776 | $19,811-96.1% | $16,237-95.2% | $12,309-93.7% |