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 | $74,226 | $138,065-46.2% | $123,544-39.9% | $135,375-45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.99% | 153.68%-141.7pp | 119.20%-107.2pp | 519.73%-507.7pp |
| Employer contribution / active EE | $598 | $5,151-88.4% | $4,628-87.1% | $4,779-87.5% |
| Participant deferral / active EE | $10,350 | $6,799+52.2% | $6,426+61.1% | $5,609+84.5% |
| Admin fee / account holder | $897 | $10,916-91.8% | $9,284-90.3% | $10,827-91.7% |