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 | $59,287 | $135,635-56.3% | $110,238-46.2% | $135,375-56.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.21% | 513.19%-516.4pp | 314.74%-318.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $708 | $4,906-85.6% | $3,826-81.5% | $4,779-85.2% |
| Participant deferral / active EE | $5,227 | $5,506-5.1% | $4,672+11.9% | $5,609-6.8% |
| Admin fee / account holder | $2,140 | $11,457-81.3% | $8,547-75.0% | $10,827-80.2% |