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 | $193,399 | $176,662+9.5% | $130,648+48.0% | $152,861+26.5% |
| Participation rate | 70.6% | 79.0%-8.4pp | 71.7%-1.2pp | 82.4%-11.9pp |
| Annual return | 29.84% | 2692.24%-2662.4pp | 1708.96%-1679.1pp | 345.32%-315.5pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,284 | $4,361+67.0% | $3,603+102.2% | $5,850+24.5% |
| Admin fee / account holder | $1,082 | $7,133-84.8% | $5,464-80.2% | $11,596-90.7% |