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 | $124,618 | $180,449-30.9% | $154,107-19.1% | $135,375-7.9% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -7.83% | 888.09%-895.9pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $924 | $6,035-84.7% | $5,298-82.6% | $4,779-80.7% |
| Participant deferral / active EE | $4,262 | $5,806-26.6% | $5,081-16.1% | $5,609-24.0% |
| Admin fee / account holder | $2,215 | $16,143-86.3% | $13,411-83.5% | $10,827-79.5% |