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 | $90,790 | $202,318-55.1% | $172,739-47.4% | $152,861-40.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.04% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,026 | $5,856-82.5% | $5,143-80.1% | $4,762-78.5% |
| Participant deferral / active EE | $6,194 | $5,948+4.1% | $5,198+19.2% | $5,850+5.9% |
| Admin fee / account holder | $3,676 | $17,109-78.5% | $13,954-73.7% | $11,596-68.3% |