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 | $67,726 | $150,440-55.0% | $136,294-50.3% | $147,584-54.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.48% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $667 | $5,256-87.3% | $4,695-85.8% | $4,876-86.3% |
| Participant deferral / active EE | $2,217 | $6,630-66.6% | $6,247-64.5% | $5,439-59.2% |
| Admin fee / account holder | $576 | $10,905-94.7% | $9,243-93.8% | $10,885-94.7% |