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 | $181,218 | $171,865+5.4% | $149,718+21.0% | $147,584+22.8% |
| Participation rate | 70.8% | 88.2%-17.4pp | 87.1%-16.2pp | 82.8%-12.0pp |
| Annual return | 23.17% | 2113.22%-2090.0pp | 1501.63%-1478.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,215 | $7,271+81.8% | $6,569+101.2% | $5,439+143.0% |
| Admin fee / account holder | $9,192 | $13,799-33.4% | $11,283-18.5% | $10,885-15.6% |