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 6-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 | $47,490 | $56,199-15.5% | $67,652-29.8% | $59,632-20.4% |
| Participation rate | 87.5% | 71.5%+16.0pp | 75.7%+11.8pp | 68.7%+18.8pp |
| Annual return | 3712.57% | 18505.31%-14792.7pp | 6625.04%-2912.5pp | 2041.28%+1671.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,946 | $2,844+38.8% | $3,560+10.8% | $3,192+23.6% |
| Admin fee / account holder | $5,684 | $3,958+43.6% | $4,821+17.9% | $4,297+32.3% |