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 | $157,640 | $148,534+6.1% | $135,903+16.0% | $139,434+13.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 22.81% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $756 | $5,243-85.6% | $4,856-84.4% | $4,751-84.1% |
| Participant deferral / active EE | $9,652 | $8,100+19.2% | $7,758+24.4% | $6,710+43.8% |
| Admin fee / account holder | $16,110 | $12,400+29.9% | $10,762+49.7% | $11,403+41.3% |