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 | $111,256 | $217,392-48.8% | $185,818-40.1% | $167,497-33.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.22% | 148.37%-130.2pp | 122.06%-103.8pp | 478.62%-460.4pp |
| Employer contribution / active EE | $957 | $5,873-83.7% | $5,168-81.5% | $4,838-80.2% |
| Participant deferral / active EE | $5,652 | $6,357-11.1% | $5,568+1.5% | $6,341-10.9% |
| Admin fee / account holder | $1,227 | $19,813-93.8% | $16,239-92.4% | $12,310-90.0% |