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 | $43,556 | $171,865-74.7% | $149,718-70.9% | $147,584-70.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.74% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,213 | $6,275-80.7% | $5,445-77.7% | $4,876-75.1% |
| Participant deferral / active EE | $7,764 | $7,271+6.8% | $6,569+18.2% | $5,439+42.8% |
| Admin fee / account holder | $1,060 | $13,799-92.3% | $11,283-90.6% | $10,885-90.3% |