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 | $77,416 | $65,561+18.1% | $86,188-10.2% | $75,163+3.0% |
| Participation rate | 76.7% | 60.5%+16.2pp | 69.0%+7.7pp | 67.2%+9.5pp |
| Annual return | 15.04% | 46.05%-31.0pp | 1168.45%-1153.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,466 | $3,024+180.0% | $3,985+112.4% | $4,125+105.2% |
| Admin fee / account holder | $1,047 | $5,474-80.9% | $6,852-84.7% | $5,651-81.5% |