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 8-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 | $42,771 | $138,044-69.0% | $125,339-65.9% | $134,475-68.2% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.5pp | 81.2%-10.4pp |
| Annual return | -16.87% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $857 | $5,243-83.7% | $4,814-82.2% | $4,740-81.9% |
| Participant deferral / active EE | $7,244 | $7,799-7.1% | $7,446-2.7% | $6,400+13.2% |
| Admin fee / account holder | $4,267 | $11,571-63.1% | $10,010-57.4% | $11,426-62.7% |