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 | $26,575 | $57,281-53.6% | $86,612-69.3% | $75,163-64.6% |
| Participation rate | 72.5% | 63.2%+9.3pp | 71.7%+0.8pp | 67.2%+5.3pp |
| Annual return | 25.59% | 2670.75%-2645.2pp | 591.07%-565.5pp | 160.62%-135.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,815 | $3,318-15.2% | $4,438-36.6% | $4,125-31.8% |
| Admin fee / account holder | $1,070 | $4,112-74.0% | $5,614-80.9% | $5,651-81.1% |