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 | $115,843 | $114,047+1.6% | $96,139+20.5% | $167,490-30.8% |
| Participation rate | 86.7% | 75.1%+11.6pp | 68.4%+18.2pp | 82.1%+4.6pp |
| Annual return | 15.99% | 189.88%-173.9pp | 191.94%-176.0pp | 478.56%-462.6pp |
| Employer contribution / active EE | $13 | $3,427-99.6% | $2,797-99.5% | $4,837-99.7% |
| Participant deferral / active EE | $3,406 | $5,194-34.4% | $4,349-21.7% | $6,341-46.3% |
| Admin fee / account holder | $3,784 | $6,897-45.1% | $5,537-31.7% | $12,309-69.3% |