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 | $44,977 | $160,055-71.9% | $140,016-67.9% | $135,375-66.8% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -7.37% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,304 | $6,420-79.7% | $5,606-76.7% | $4,779-72.7% |
| Participant deferral / active EE | $3,217 | $7,642-57.9% | $6,927-53.6% | $5,609-42.6% |
| Admin fee / account holder | $559 | $13,328-95.8% | $10,705-94.8% | $10,827-94.8% |