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 | $64,233 | $156,846-59.0% | $121,098-47.0% | $139,434-53.9% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 22.70% | 1474.56%-1451.9pp | 985.75%-963.1pp | 372.94%-350.2pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,490 | $4,844+34.0% | $4,080+59.1% | $6,710-3.3% |
| Admin fee / account holder | $1,154 | $6,946-83.4% | $5,644-79.6% | $11,403-89.9% |