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 | $45,769 | $96,305-52.5% | $80,569-43.2% | $139,434-67.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.91% | 1350.08%-1328.2pp | 935.43%-913.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $180 | $3,262-94.5% | $2,723-93.4% | $4,751-96.2% |
| Participant deferral / active EE | $7,815 | $5,232+49.4% | $4,447+75.7% | $6,710+16.5% |
| Admin fee / account holder | $1,114 | $6,599-83.1% | $5,377-79.3% | $11,403-90.2% |