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 8-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 | $121,366 | $209,832-42.2% | $189,513-36.0% | $167,490-27.5% |
| Participation rate | 70.0% | 88.7%-18.7pp | 87.8%-17.8pp | 82.1%-12.1pp |
| Annual return | 14.98% | 748.27%-733.3pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,507 | $6,914-78.2% | $6,162-75.5% | $4,837-68.8% |
| Participant deferral / active EE | $6,529 | $8,935-26.9% | $8,221-20.6% | $6,341+3.0% |
| Admin fee / account holder | $497 | $14,293-96.5% | $12,045-95.9% | $12,309-96.0% |