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 | $204,939 | $96,305+112.8% | $80,569+154.4% | $139,434+47.0% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 24.93% | 1350.08%-1325.2pp | 935.43%-910.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $202 | $3,262-93.8% | $2,723-92.6% | $4,751-95.8% |
| Participant deferral / active EE | $11,146 | $5,232+113.0% | $4,447+150.6% | $6,710+66.1% |
| Admin fee / account holder | $11,722 | $6,599+77.6% | $5,377+118.0% | $11,403+2.8% |