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 | $112,547 | $180,449-37.6% | $154,107-27.0% | $135,375-16.9% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -8.25% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,223 | $6,035-79.7% | $5,298-76.9% | $4,779-74.4% |
| Participant deferral / active EE | $4,374 | $5,806-24.7% | $5,081-13.9% | $5,609-22.0% |
| Admin fee / account holder | $2,802 | $16,143-82.6% | $13,411-79.1% | $10,827-74.1% |