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 7-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 | $37,248 | $72,400-48.6% | $67,502-44.8% | $145,922-74.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.63% | 7182.46%-7168.8pp | 3512.12%-3498.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $206 | $3,069-93.3% | $2,731-92.5% | $4,660-95.6% |
| Participant deferral / active EE | $10,634 | $4,783+122.3% | $4,000+165.9% | $6,688+59.0% |
| Admin fee / account holder | $1,632 | $5,539-70.5% | $3,998-59.2% | $13,397-87.8% |