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 | $53,527 | $150,440-64.4% | $136,294-60.7% | $147,584-63.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.29% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $336 | $5,256-93.6% | $4,695-92.9% | $4,876-93.1% |
| Participant deferral / active EE | $3,777 | $6,630-43.0% | $6,247-39.5% | $5,439-30.6% |
| Admin fee / account holder | $395 | $10,905-96.4% | $9,243-95.7% | $10,885-96.4% |