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 | $47,872 | $150,440-68.2% | $136,294-64.9% | $147,584-67.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.70% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $259 | $5,256-95.1% | $4,695-94.5% | $4,876-94.7% |
| Participant deferral / active EE | $5,191 | $6,630-21.7% | $6,247-16.9% | $5,439-4.5% |
| Admin fee / account holder | $9,879 | $10,905-9.4% | $9,243+6.9% | $10,885-9.2% |