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 7-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 | $17,721 | $99,640-82.2% | $86,436-79.5% | $134,475-86.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.17% | 6782.58%-6797.7pp | 4394.89%-4410.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $370 | $4,400-91.6% | $3,769-90.2% | $4,740-92.2% |
| Participant deferral / active EE | $4,250 | $7,246-41.3% | $6,952-38.9% | $6,400-33.6% |
| Admin fee / account holder | $842 | $8,371-89.9% | $6,731-87.5% | $11,426-92.6% |