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 | $103,913 | $138,065-24.7% | $123,544-15.9% | $135,375-23.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.49% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $6 | $5,151-99.9% | $4,628-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $6,753 | $6,799-0.7% | $6,426+5.1% | $5,609+20.4% |
| Admin fee / account holder | $34,805 | $10,916+218.8% | $9,284+274.9% | $10,827+221.5% |