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 | $50,303 | $48,274+4.2% | $63,517-20.8% | $59,632-15.6% |
| Participation rate | 91.5% | 66.3%+25.2pp | 71.0%+20.5pp | 68.7%+22.8pp |
| Annual return | -1.52% | -240.79%+239.3pp | -70.30%+68.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,075 | $2,343+31.3% | $2,953+4.1% | $3,192-3.6% |
| Admin fee / account holder | $2,583 | $3,600-28.2% | $5,892-56.2% | $4,297-39.9% |