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 | $97,358 | $160,055-39.2% | $140,016-30.5% | $135,375-28.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -7.05% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $593 | $6,420-90.8% | $5,606-89.4% | $4,779-87.6% |
| Participant deferral / active EE | $3,071 | $7,642-59.8% | $6,927-55.7% | $5,609-45.2% |
| Admin fee / account holder | $1,780 | $13,328-86.6% | $10,705-83.4% | $10,827-83.6% |