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 | $89,102 | $180,449-50.6% | $154,107-42.2% | $135,375-34.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.33% | 888.09%-892.4pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $885 | $6,035-85.3% | $5,298-83.3% | $4,779-81.5% |
| Participant deferral / active EE | $11,180 | $5,806+92.6% | $5,081+120.1% | $5,609+99.3% |
| Admin fee / account holder | $1,459 | $16,143-91.0% | $13,411-89.1% | $10,827-86.5% |