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 | $60,434 | $150,440-59.8% | $136,294-55.7% | $147,584-59.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 17.09% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $508 | $5,256-90.3% | $4,695-89.2% | $4,876-89.6% |
| Participant deferral / active EE | $7,729 | $6,630+16.6% | $6,247+23.7% | $5,439+42.1% |
| Admin fee / account holder | $3,081 | $10,905-71.7% | $9,243-66.7% | $10,885-71.7% |