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 | $32,013 | $108,642-70.5% | $74,701-57.1% | $152,861-79.1% |
| Participation rate | 70.0% | 65.3%+4.7pp | 54.5%+15.5pp | 82.4%-12.4pp |
| Annual return | 37.02% | 114.06%-77.0pp | 752.92%-715.9pp | 345.32%-308.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,027 | $2,712-62.1% | $1,964-47.7% | $5,850-82.4% |
| Admin fee / account holder | $2,515 | $4,902-48.7% | $3,333-24.5% | $11,596-78.3% |