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 | $57,185 | $150,440-62.0% | $136,294-58.0% | $147,584-61.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 11.22% | 1049.08%-1037.9pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $403 | $5,256-92.3% | $4,695-91.4% | $4,876-91.7% |
| Participant deferral / active EE | $3,768 | $6,630-43.2% | $6,247-39.7% | $5,439-30.7% |
| Admin fee / account holder | $7,673 | $10,905-29.6% | $9,243-17.0% | $10,885-29.5% |