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 | $130,308 | $180,449-27.8% | $154,107-15.4% | $135,375-3.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -2.09% | 888.09%-890.2pp | 735.12%-737.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $714 | $6,035-88.2% | $5,298-86.5% | $4,779-85.1% |
| Participant deferral / active EE | $6,472 | $5,806+11.5% | $5,081+27.4% | $5,609+15.4% |
| Admin fee / account holder | $10,031 | $16,143-37.9% | $13,411-25.2% | $10,827-7.4% |