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 | $193,872 | $185,822+4.3% | $169,993+14.0% | $139,434+39.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.77% | 60.50%-47.7pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $780 | $7,590-89.7% | $6,785-88.5% | $4,751-83.6% |
| Participant deferral / active EE | $5,000 | $11,622-57.0% | $10,408-52.0% | $6,710-25.5% |
| Admin fee / account holder | $34,000 | $15,381+121.1% | $12,815+165.3% | $11,403+198.2% |