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 | $34,510 | $106,543-67.6% | $91,220-62.2% | $134,475-74.3% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -14.81% | 160.60%-175.4pp | 114.01%-128.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $240 | $3,331-92.8% | $2,850-91.6% | $4,740-94.9% |
| Participant deferral / active EE | $2,399 | $4,719-49.2% | $4,234-43.3% | $6,400-62.5% |
| Admin fee / account holder | $11,946 | $6,231+91.7% | $5,420+120.4% | $11,426+4.6% |