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 | $104,621 | $107,334-2.5% | $92,893+12.6% | $152,861-31.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.24% | 145.58%-130.3pp | 109.41%-94.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $608 | $4,221-85.6% | $3,653-83.4% | $4,762-87.2% |
| Participant deferral / active EE | $2,020 | $4,845-58.3% | $4,236-52.3% | $5,850-65.5% |
| Admin fee / account holder | $7,241 | $7,079+2.3% | $5,794+25.0% | $11,596-37.6% |