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 | $30,976 | $150,440-79.4% | $136,294-77.3% | $147,584-79.0% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 39.86% | 1049.08%-1009.2pp | 5155.94%-5116.1pp | 578.55%-538.7pp |
| Employer contribution / active EE | $841 | $5,256-84.0% | $4,695-82.1% | $4,876-82.8% |
| Participant deferral / active EE | $4,794 | $6,630-27.7% | $6,247-23.3% | $5,439-11.9% |
| Admin fee / account holder | $1,881 | $10,905-82.8% | $9,243-79.7% | $10,885-82.7% |