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 | $193,190 | $176,056+9.7% | $159,436+21.2% | $167,490+15.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 23.14% | 331.75%-308.6pp | 263.57%-240.4pp | 478.56%-455.4pp |
| Employer contribution / active EE | $197 | $5,297-96.3% | $4,829-95.9% | $4,837-95.9% |
| Participant deferral / active EE | $9,788 | $7,750+26.3% | $7,352+33.1% | $6,341+54.3% |
| Admin fee / account holder | $21,034 | $12,554+67.5% | $10,799+94.8% | $12,309+70.9% |