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 | $127,549 | $202,318-37.0% | $172,739-26.2% | $152,861-16.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.09% | 1029.65%-999.6pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,138 | $5,856-80.6% | $5,143-77.9% | $4,762-76.1% |
| Participant deferral / active EE | $3,813 | $5,948-35.9% | $5,198-26.6% | $5,850-34.8% |
| Admin fee / account holder | $681 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |