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 | $183,970 | $176,056+4.5% | $159,436+15.4% | $167,490+9.8% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 14.81% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $382 | $5,297-92.8% | $4,829-92.1% | $4,837-92.1% |
| Participant deferral / active EE | $4,074 | $7,750-47.4% | $7,352-44.6% | $6,341-35.7% |
| Admin fee / account holder | $20,716 | $12,554+65.0% | $10,799+91.8% | $12,309+68.3% |