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 | $148,671 | $124,185+19.7% | $108,410+37.1% | $167,490-11.2% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 21.13% | 1379.64%-1358.5pp | 905.27%-884.1pp | 478.56%-457.4pp |
| Employer contribution / active EE | $432 | $4,187-89.7% | $3,558-87.8% | $4,837-91.1% |
| Participant deferral / active EE | $4,498 | $6,908-34.9% | $6,563-31.5% | $6,341-29.1% |
| Admin fee / account holder | $1,771 | $9,455-81.3% | $7,295-75.7% | $12,309-85.6% |