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 | $83,104 | $168,632-50.7% | $147,614-43.7% | $125,391-33.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.39% | 77.65%-79.0pp | 61.98%-63.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $682 | $6,252-89.1% | $5,564-87.7% | $4,866-86.0% |
| Participant deferral / active EE | $4,363 | $5,507-20.8% | $4,895-10.9% | $5,352-18.5% |
| Admin fee / account holder | $1,200 | $13,580-91.2% | $11,611-89.7% | $9,540-87.4% |