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 | $59,829 | $159,901-62.6% | $146,958-59.3% | $145,922-59.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $979 | $5,286-81.5% | $4,933-80.2% | $4,660-79.0% |
| Participant deferral / active EE | $3,792 | $8,428-55.0% | $8,070-53.0% | $6,688-43.3% |
| Admin fee / account holder | $526 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |