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 | $119,168 | $159,901-25.5% | $146,958-18.9% | $145,922-18.3% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 51.59% | 98.13%-46.5pp | 418.34%-366.8pp | 561.29%-509.7pp |
| Employer contribution / active EE | $125 | $5,286-97.6% | $4,933-97.5% | $4,660-97.3% |
| Participant deferral / active EE | $4,621 | $8,428-45.2% | $8,070-42.7% | $6,688-30.9% |
| Admin fee / account holder | $6,581 | $15,044-56.3% | $12,998-49.4% | $13,397-50.9% |