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 | $66,935 | $150,440-55.5% | $136,294-50.9% | $147,584-54.6% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 14.39% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $781 | $5,256-85.1% | $4,695-83.4% | $4,876-84.0% |
| Participant deferral / active EE | $3,935 | $6,630-40.6% | $6,247-37.0% | $5,439-27.6% |
| Admin fee / account holder | $3,771 | $10,905-65.4% | $9,243-59.2% | $10,885-65.4% |