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 | $193,242 | $181,894+6.2% | $156,549+23.4% | $273,961-29.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 65.58% | 30.74%+34.8pp | 32.23%+33.4pp | 41.45%+24.1pp |
| Employer contribution / active EE | $971 | $6,248-84.5% | $5,501-82.4% | $4,869-80.1% |
| Participant deferral / active EE | $2,647 | $5,550-52.3% | $4,871-45.7% | $5,287-49.9% |
| Admin fee / account holder | $1,453 | $15,559-90.7% | $13,027-88.8% | $10,132-85.7% |