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 | $69,207 | $180,449-61.6% | $154,107-55.1% | $135,375-48.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -4.07% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,250 | $6,035-79.3% | $5,298-76.4% | $4,779-73.8% |
| Participant deferral / active EE | $3,443 | $5,806-40.7% | $5,081-32.2% | $5,609-38.6% |
| Admin fee / account holder | $1,492 | $16,143-90.8% | $13,411-88.9% | $10,827-86.2% |