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 | $160,782 | $150,440+6.9% | $136,294+18.0% | $147,584+8.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 16.53% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $835 | $5,256-84.1% | $4,695-82.2% | $4,876-82.9% |
| Participant deferral / active EE | $8,779 | $6,630+32.4% | $6,247+40.5% | $5,439+61.4% |
| Admin fee / account holder | $2,408 | $10,905-77.9% | $9,243-73.9% | $10,885-77.9% |