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 | $144,367 | $135,635+6.4% | $110,238+31.0% | $135,375+6.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.43% | 513.19%-517.6pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $854 | $4,906-82.6% | $3,826-77.7% | $4,779-82.1% |
| Participant deferral / active EE | $7,000 | $5,506+27.1% | $4,672+49.8% | $5,609+24.8% |
| Admin fee / account holder | $1,962 | $11,457-82.9% | $8,547-77.0% | $10,827-81.9% |