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 9-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 | $63,574 | $202,318-68.6% | $172,739-63.2% | $152,861-58.4% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 14.69% | 1029.65%-1015.0pp | 802.84%-788.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $957 | $5,856-83.7% | $5,143-81.4% | $4,762-79.9% |
| Participant deferral / active EE | $3,787 | $5,948-36.3% | $5,198-27.1% | $5,850-35.3% |
| Admin fee / account holder | $7,443 | $17,109-56.5% | $13,954-46.7% | $11,596-35.8% |