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 | $152,543 | $171,865-11.2% | $149,718+1.9% | $147,584+3.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 18.39% | 2113.22%-2094.8pp | 1501.63%-1483.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,719 | $7,271-21.3% | $6,569-12.9% | $5,439+5.1% |
| Admin fee / account holder | $1,322 | $13,799-90.4% | $11,283-88.3% | $10,885-87.9% |