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 | $177,497 | $210,648-15.7% | $177,989-0.3% | $145,922+21.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.81% | 385.86%-378.1pp | 294.48%-286.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $573 | $4,565-87.4% | $3,949-85.5% | $4,660-87.7% |
| Participant deferral / active EE | $5,733 | $6,958-17.6% | $6,276-8.6% | $6,688-14.3% |
| Admin fee / account holder | $584 | $12,013-95.1% | $10,363-94.4% | $13,397-95.6% |