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 | $70,948 | $171,865-58.7% | $149,718-52.6% | $147,584-51.9% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 16.43% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,277 | $6,275-79.6% | $5,445-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $6,876 | $7,271-5.4% | $6,569+4.7% | $5,439+26.4% |
| Admin fee / account holder | $11,167 | $13,799-19.1% | $11,283-1.0% | $10,885+2.6% |