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 8-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 | $120,102 | $74,888+60.4% | $71,209+68.7% | $142,382-15.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.38% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | -$11 | $2,854-100.4% | $2,721-100.4% | $4,299-100.3% |
| Participant deferral / active EE | $9,373 | $4,454+110.4% | $4,175+124.5% | $6,507+44.0% |
| Admin fee / account holder | $14,094 | $5,568+153.1% | $5,349+163.5% | $12,624+11.6% |