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 | $143,100 | $138,065+3.6% | $123,544+15.8% | $135,375+5.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -1.57% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $9 | $5,151-99.8% | $4,628-99.8% | $4,779-99.8% |
| Participant deferral / active EE | $4,866 | $6,799-28.4% | $6,426-24.3% | $5,609-13.3% |
| Admin fee / account holder | $48,541 | $10,916+344.7% | $9,284+422.9% | $10,827+348.3% |