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 | $123,358 | $175,202-29.6% | $149,673-17.6% | $139,434-11.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 41.03% | 166.71%-125.7pp | 134.42%-93.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | -$185 | $5,474-103.4% | $4,818-103.8% | $4,751-103.9% |
| Participant deferral / active EE | $7,800 | $6,519+19.7% | $5,680+37.3% | $6,710+16.2% |
| Admin fee / account holder | $5,053 | $16,150-68.7% | $13,210-61.7% | $11,403-55.7% |