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 | $33,656 | $100,852-66.6% | $90,404-62.8% | $158,922-78.8% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 15.13% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,074 | $4,348+39.7% | $3,963+53.3% | $5,982+1.5% |
| Admin fee / account holder | $2,163 | $6,501-66.7% | $5,611-61.4% | $11,246-80.8% |