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 | $50,668 | $105,998-52.2% | $92,233-45.1% | $147,584-65.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 110.72% | 50.05%+60.7pp | 176.28%-65.6pp | 578.55%-467.8pp |
| Employer contribution / active EE | $586 | $4,333-86.5% | $3,679-84.1% | $4,876-88.0% |
| Participant deferral / active EE | $9,781 | $4,478+118.4% | $3,897+151.0% | $5,439+79.8% |
| Admin fee / account holder | $714 | $6,332-88.7% | $5,194-86.2% | $10,885-93.4% |