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 | $108,095 | $56,199+92.3% | $67,652+59.8% | $59,632+81.3% |
| Participation rate | 89.7% | 71.5%+18.2pp | 75.7%+14.0pp | 68.7%+21.0pp |
| Annual return | 1.33% | 18505.31%-18504.0pp | 6625.04%-6623.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,676 | $2,844+169.9% | $3,560+115.6% | $3,192+140.5% |
| Admin fee / account holder | $26,572 | $3,958+571.3% | $4,821+451.2% | $4,297+518.4% |