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 | $103,748 | $198,466-47.7% | $170,442-39.1% | $147,584-29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.99% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $741 | $6,184-88.0% | $5,433-86.4% | $4,876-84.8% |
| Participant deferral / active EE | $7,644 | $5,629+35.8% | $4,939+54.7% | $5,439+40.5% |
| Admin fee / account holder | $1,076 | $16,852-93.6% | $13,880-92.2% | $10,885-90.1% |