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 | $244,298 | $209,832+16.4% | $189,513+28.9% | $167,490+45.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.23% | 748.27%-738.0pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $450 | $6,914-93.5% | $6,162-92.7% | $4,837-90.7% |
| Participant deferral / active EE | $5,000 | $8,935-44.0% | $8,221-39.2% | $6,341-21.2% |
| Admin fee / account holder | $13,500 | $14,293-5.6% | $12,045+12.1% | $12,309+9.7% |