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 4-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 | $23,284 | $148,534-84.3% | $135,903-82.9% | $139,434-83.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 1137.21% | 79.19%+1058.0pp | 68.23%+1069.0pp | 372.94%+764.3pp |
| Employer contribution / active EE | $236 | $5,243-95.5% | $4,856-95.1% | $4,751-95.0% |
| Participant deferral / active EE | $3,462 | $8,100-57.3% | $7,758-55.4% | $6,710-48.4% |
| Admin fee / account holder | $591 | $12,400-95.2% | $10,762-94.5% | $11,403-94.8% |