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 | $178,516 | $183,963-3.0% | $162,163+10.1% | $152,861+16.8% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 23.96% | 150.76%-126.8pp | 115.59%-91.6pp | 345.32%-321.4pp |
| Employer contribution / active EE | -$0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,447 | $8,034-19.8% | $7,298-11.7% | $5,850+10.2% |
| Admin fee / account holder | $4,057 | $13,121-69.1% | $10,843-62.6% | $11,596-65.0% |