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 7-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 | $124,722 | $171,865-27.4% | $149,718-16.7% | $147,584-15.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.77% | 2113.22%-2096.4pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,258 | $6,275-79.9% | $5,445-76.9% | $4,876-74.2% |
| Participant deferral / active EE | $2,926 | $7,271-59.8% | $6,569-55.5% | $5,439-46.2% |
| Admin fee / account holder | $752 | $13,799-94.6% | $11,283-93.3% | $10,885-93.1% |