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 | $156,520 | $118,680+31.9% | $98,907+58.2% | $158,922-1.5% |
| Participation rate | 95.8% | 77.8%+18.0pp | 76.0%+19.8pp | 82.0%+13.9pp |
| Annual return | 21.77% | 372.35%-350.6pp | 196.43%-174.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $464 | $3,333-86.1% | $2,689-82.8% | $4,761-90.3% |
| Participant deferral / active EE | $6,337 | $5,088+24.5% | $4,244+49.3% | $5,982+5.9% |
| Admin fee / account holder | $7,986 | $10,131-21.2% | $6,642+20.2% | $11,246-29.0% |