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 | $77,135 | $171,865-55.1% | $149,718-48.5% | $147,584-47.7% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 31.71% | 2113.22%-2081.5pp | 1501.63%-1469.9pp | 578.55%-546.8pp |
| Employer contribution / active EE | $670 | $6,275-89.3% | $5,445-87.7% | $4,876-86.3% |
| Participant deferral / active EE | $8,892 | $7,271+22.3% | $6,569+35.4% | $5,439+63.5% |
| Admin fee / account holder | $1,253 | $13,799-90.9% | $11,283-88.9% | $10,885-88.5% |