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 | $129,882 | $189,613-31.5% | $167,512-22.5% | $142,382-8.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.41% | 2024.68%-2006.3pp | 1615.79%-1597.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | -$1,316 | $4,349-130.3% | $3,882-133.9% | $4,299-130.6% |
| Participant deferral / active EE | $10,421 | $6,981+49.3% | $6,405+62.7% | $6,507+60.1% |
| Admin fee / account holder | $2,018 | $10,528-80.8% | $9,769-79.3% | $12,624-84.0% |