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 | $33,673 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 55.56% | 1049.08%-993.5pp | 5155.94%-5100.4pp | 578.55%-523.0pp |
| Employer contribution / active EE | $90 | $5,256-98.3% | $4,695-98.1% | $4,876-98.2% |
| Participant deferral / active EE | $8,167 | $6,630+23.2% | $6,247+30.7% | $5,439+50.2% |
| Admin fee / account holder | $4,043 | $10,905-62.9% | $9,243-56.3% | $10,885-62.9% |