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 | $135,934 | $84,695+60.5% | $73,843+84.1% | $125,391+8.4% |
| Participation rate | 88.2% | 76.8%+11.5pp | 73.4%+14.8pp | 83.2%+5.0pp |
| Annual return | 0.45% | 3123.53%-3123.1pp | 2267.84%-2267.4pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,757 | $3,992+44.2% | $3,583+60.7% | $5,352+7.6% |
| Admin fee / account holder | $10,059 | $5,691+76.7% | $4,880+106.1% | $9,540+5.4% |