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 | $91,044 | $150,440-39.5% | $136,294-33.2% | $147,584-38.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 22.73% | 1049.08%-1026.4pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $581 | $5,256-88.9% | $4,695-87.6% | $4,876-88.1% |
| Participant deferral / active EE | $2,783 | $6,630-58.0% | $6,247-55.4% | $5,439-48.8% |
| Admin fee / account holder | $13,353 | $10,905+22.4% | $9,243+44.5% | $10,885+22.7% |