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 | $23,364 | $99,020-76.4% | $86,590-73.0% | $147,584-84.2% |
| Participation rate | 78.3% | 76.3%+1.9pp | 73.5%+4.7pp | 82.8%-4.6pp |
| Annual return | 20.34% | 1312.34%-1292.0pp | 964.84%-944.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,751 | $3,972-5.6% | $3,609+4.0% | $5,439-31.0% |
| Admin fee / account holder | $2,535 | $5,710-55.6% | $4,906-48.3% | $10,885-76.7% |