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 | $163,802 | $202,318-19.0% | $172,739-5.2% | $152,861+7.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.94% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,000 | $5,856-82.9% | $5,143-80.5% | $4,762-79.0% |
| Participant deferral / active EE | $8,772 | $5,948+47.5% | $5,198+68.8% | $5,850+49.9% |
| Admin fee / account holder | $5,876 | $17,109-65.7% | $13,954-57.9% | $11,596-49.3% |