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 3-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 | $24,585 | $183,519-86.6% | $155,509-84.2% | $145,922-83.2% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 1488.52% | 61.17%+1427.4pp | 64.67%+1423.9pp | 561.29%+927.2pp |
| Employer contribution / active EE | $958 | $5,313-82.0% | $4,672-79.5% | $4,660-79.4% |
| Participant deferral / active EE | $2,866 | $6,462-55.7% | $5,626-49.1% | $6,688-57.2% |
| Admin fee / account holder | $660 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |