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 | $84,719 | $105,998-20.1% | $92,233-8.1% | $147,584-42.6% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 14.32% | 50.05%-35.7pp | 176.28%-162.0pp | 578.55%-564.2pp |
| Employer contribution / active EE | $553 | $4,333-87.2% | $3,679-85.0% | $4,876-88.7% |
| Participant deferral / active EE | $3,483 | $4,478-22.2% | $3,897-10.6% | $5,439-36.0% |
| Admin fee / account holder | $1,375 | $6,332-78.3% | $5,194-73.5% | $10,885-87.4% |