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 | $143,289 | $90,348+58.6% | $75,972+88.6% | $145,922-1.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.88% | 620.88%-610.0pp | 359.55%-348.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $64 | $3,311-98.1% | $2,685-97.6% | $4,660-98.6% |
| Participant deferral / active EE | $2,789 | $5,162-46.0% | $4,255-34.5% | $6,688-58.3% |
| Admin fee / account holder | $3,876 | $8,467-54.2% | $6,467-40.1% | $13,397-71.1% |