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 | $50,335 | $171,865-70.7% | $149,718-66.4% | $147,584-65.9% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 9.46% | 2113.22%-2103.8pp | 1501.63%-1492.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $535 | $6,275-91.5% | $5,445-90.2% | $4,876-89.0% |
| Participant deferral / active EE | $12,198 | $7,271+67.8% | $6,569+85.7% | $5,439+124.3% |
| Admin fee / account holder | $4,035 | $13,799-70.8% | $11,283-64.2% | $10,885-62.9% |