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 | $74,052 | $138,044-46.4% | $125,339-40.9% | $134,475-44.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.81% | 750.33%-766.1pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $795 | $5,243-84.8% | $4,814-83.5% | $4,740-83.2% |
| Participant deferral / active EE | $7,950 | $7,799+1.9% | $7,446+6.8% | $6,400+24.2% |
| Admin fee / account holder | $3,804 | $11,571-67.1% | $10,010-62.0% | $11,426-66.7% |