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 9-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 | $81,648 | $96,305-15.2% | $80,569+1.3% | $139,434-41.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.28% | 1350.08%-1326.8pp | 935.43%-912.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $182 | $3,262-94.4% | $2,723-93.3% | $4,751-96.2% |
| Participant deferral / active EE | $20,499 | $5,232+291.8% | $4,447+360.9% | $6,710+205.5% |
| Admin fee / account holder | $22,680 | $6,599+243.7% | $5,377+321.8% | $11,403+98.9% |