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 | $56,672 | $114,047-50.3% | $96,139-41.1% | $167,490-66.2% |
| Participation rate | 94.7% | 75.1%+19.7pp | 68.4%+26.3pp | 82.1%+12.6pp |
| Annual return | 15.91% | 189.88%-174.0pp | 191.94%-176.0pp | 478.56%-462.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,849 | $5,194-6.6% | $4,349+11.5% | $6,341-23.5% |
| Admin fee / account holder | $679 | $6,897-90.2% | $5,537-87.7% | $12,309-94.5% |