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 6-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 | $47,708 | $101,499-53.0% | $147,005-67.5% | $74,546-36.0% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 37.10% | 8732.34%-8695.2pp | 418.76%-381.7pp | 1366.03%-1328.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,896 | $7,304+49.2% | $8,070+35.0% | $4,347+150.6% |
| Admin fee / account holder | $1,148 | $1,748-34.3% | $13,006-91.2% | $1,944-40.9% |