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 | $191,090 | $160,055+19.4% | $140,016+36.5% | $135,375+41.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.04% | 911.38%-914.4pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $616 | $6,420-90.4% | $5,606-89.0% | $4,779-87.1% |
| Participant deferral / active EE | $6,318 | $7,642-17.3% | $6,927-8.8% | $5,609+12.6% |
| Admin fee / account holder | $23,071 | $13,328+73.1% | $10,705+115.5% | $10,827+113.1% |