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 8-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 | $65,878 | $138,044-52.3% | $125,339-47.4% | $134,475-51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.40% | 750.33%-732.9pp | 572.05%-554.7pp | 417.96%-400.6pp |
| Employer contribution / active EE | $631 | $5,243-88.0% | $4,814-86.9% | $4,740-86.7% |
| Participant deferral / active EE | $9,828 | $7,799+26.0% | $7,446+32.0% | $6,400+53.6% |
| Admin fee / account holder | $780 | $11,571-93.3% | $10,010-92.2% | $11,426-93.2% |