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 | $107,289 | $202,318-47.0% | $172,739-37.9% | $152,861-29.8% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 23.68% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,091 | $5,856-81.4% | $5,143-78.8% | $4,762-77.1% |
| Participant deferral / active EE | $2,582 | $5,948-56.6% | $5,198-50.3% | $5,850-55.9% |
| Admin fee / account holder | $3,674 | $17,109-78.5% | $13,954-73.7% | $11,596-68.3% |