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 | $53,964 | $150,440-64.1% | $136,294-60.4% | $147,584-63.4% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 13.66% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $577 | $5,256-89.0% | $4,695-87.7% | $4,876-88.2% |
| Participant deferral / active EE | $4,657 | $6,630-29.8% | $6,247-25.5% | $5,439-14.4% |
| Admin fee / account holder | $1,874 | $10,905-82.8% | $9,243-79.7% | $10,885-82.8% |