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 | $73,151 | $118,680-38.4% | $98,907-26.0% | $158,922-54.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.83% | 372.35%-349.5pp | 196.43%-173.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $451 | $3,333-86.5% | $2,689-83.2% | $4,761-90.5% |
| Participant deferral / active EE | $7,021 | $5,088+38.0% | $4,244+65.4% | $5,982+17.4% |
| Admin fee / account holder | $5,186 | $10,131-48.8% | $6,642-21.9% | $11,246-53.9% |