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 | $70,581 | $202,318-65.1% | $172,739-59.1% | $152,861-53.8% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 23.01% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $921 | $5,856-84.3% | $5,143-82.1% | $4,762-80.7% |
| Participant deferral / active EE | $2,128 | $5,948-64.2% | $5,198-59.1% | $5,850-63.6% |
| Admin fee / account holder | $1,290 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |