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 | $92,051 | $202,318-54.5% | $172,739-46.7% | $152,861-39.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 15.37% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-329.9pp |
| Employer contribution / active EE | $308 | $5,856-94.7% | $5,143-94.0% | $4,762-93.5% |
| Participant deferral / active EE | $4,916 | $5,948-17.3% | $5,198-5.4% | $5,850-16.0% |
| Admin fee / account holder | $5,279 | $17,109-69.1% | $13,954-62.2% | $11,596-54.5% |