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 | $104,141 | $180,449-42.3% | $154,107-32.4% | $135,375-23.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.07% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $974 | $6,035-83.9% | $5,298-81.6% | $4,779-79.6% |
| Participant deferral / active EE | $10,171 | $5,806+75.2% | $5,081+100.2% | $5,609+81.3% |
| Admin fee / account holder | $757 | $16,143-95.3% | $13,411-94.4% | $10,827-93.0% |