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 | $96,147 | $99,640-3.5% | $86,436+11.2% | $134,475-28.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.21% | 6782.58%-6792.8pp | 4394.89%-4405.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $91 | $4,400-97.9% | $3,769-97.6% | $4,740-98.1% |
| Participant deferral / active EE | $13,047 | $7,246+80.1% | $6,952+87.7% | $6,400+103.9% |
| Admin fee / account holder | $33,680 | $8,371+302.3% | $6,731+400.4% | $11,426+194.8% |