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 | $237,103 | $165,984+42.8% | $164,813+43.9% | $145,922+62.5% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 23.82% | 100.03%-76.2pp | 69.93%-46.1pp | 561.29%-537.5pp |
| Employer contribution / active EE | $577 | $5,273-89.1% | $4,341-86.7% | $4,660-87.6% |
| Participant deferral / active EE | $5,765 | $6,959-17.2% | $6,031-4.4% | $6,688-13.8% |
| Admin fee / account holder | $13,771 | $16,648-17.3% | $12,690+8.5% | $13,397+2.8% |