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 | $43,894 | $88,594-50.5% | $70,092-37.4% | $134,475-67.4% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | -13.81% | 442.67%-456.5pp | 190.73%-204.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $285 | $3,233-91.2% | $2,559-88.9% | $4,740-94.0% |
| Participant deferral / active EE | $2,095 | $4,772-56.1% | $3,849-45.6% | $6,400-67.3% |
| Admin fee / account holder | $1,318 | $10,441-87.4% | $6,267-79.0% | $11,426-88.5% |