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 | $46,486 | $56,199-17.3% | $67,652-31.3% | $59,632-22.0% |
| Participation rate | 85.2% | 71.5%+13.7pp | 75.7%+9.5pp | 68.7%+16.5pp |
| Annual return | -0.73% | 18505.31%-18506.0pp | 6625.04%-6625.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,492 | $2,844-12.4% | $3,560-30.0% | $3,192-21.9% |
| Admin fee / account holder | $392 | $3,958-90.1% | $4,821-91.9% | $4,297-90.9% |