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 | $175,838 | $157,256+11.8% | $141,162+24.6% | $152,861+15.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 15.09% | 64.32%-49.2pp | 71.39%-56.3pp | 345.32%-330.2pp |
| Employer contribution / active EE | $614 | $5,261-88.3% | $4,735-87.0% | $4,762-87.1% |
| Participant deferral / active EE | $12,533 | $7,109+76.3% | $6,709+86.8% | $5,850+114.2% |
| Admin fee / account holder | $20,601 | $12,120+70.0% | $10,261+100.8% | $11,596+77.7% |