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 | $62,900 | $202,318-68.9% | $172,739-63.6% | $152,861-58.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.07% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,124 | $5,856-80.8% | $5,143-78.1% | $4,762-76.4% |
| Participant deferral / active EE | $3,481 | $5,948-41.5% | $5,198-33.0% | $5,850-40.5% |
| Admin fee / account holder | $15,335 | $17,109-10.4% | $13,954+9.9% | $11,596+32.2% |