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 | $176,196 | $162,781+8.2% | $133,956+31.5% | $158,922+10.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 131.75% | 41.94%+89.8pp | 45.09%+86.7pp | 302.83%-171.1pp |
| Employer contribution / active EE | -$93,237 | $4,975-1974.0% | $3,919-2479.4% | $4,761-2058.3% |
| Participant deferral / active EE | $4,397 | $5,911-25.6% | $5,048-12.9% | $5,982-26.5% |
| Admin fee / account holder | $1,382 | $11,736-88.2% | $8,927-84.5% | $11,246-87.7% |