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 | $122,387 | $88,594+38.1% | $70,092+74.6% | $134,475-9.0% |
| Participation rate | 77.3% | 74.9%+2.3pp | 70.5%+6.8pp | 81.2%-3.9pp |
| Annual return | -12.70% | 442.67%-455.4pp | 190.73%-203.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,694 | $4,772-22.6% | $3,849-4.0% | $6,400-42.3% |
| Admin fee / account holder | $16,009 | $10,441+53.3% | $6,267+155.5% | $11,426+40.1% |