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 | $64,528 | $171,865-62.5% | $149,718-56.9% | $147,584-56.3% |
| Participation rate | 82.6% | 88.2%-5.6pp | 87.1%-4.5pp | 82.8%-0.2pp |
| Annual return | 15.38% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,697 | $7,271-49.1% | $6,569-43.7% | $5,439-32.0% |
| Admin fee / account holder | $3,987 | $13,799-71.1% | $11,283-64.7% | $10,885-63.4% |