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 7-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 | $69,175 | $138,044-49.9% | $125,339-44.8% | $134,475-48.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.35% | 750.33%-758.7pp | 572.05%-580.4pp | 417.96%-426.3pp |
| Employer contribution / active EE | $146 | $5,243-97.2% | $4,814-97.0% | $4,740-96.9% |
| Participant deferral / active EE | $13,868 | $7,799+77.8% | $7,446+86.2% | $6,400+116.7% |
| Admin fee / account holder | $1,247 | $11,571-89.2% | $10,010-87.5% | $11,426-89.1% |