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 | $82,142 | $135,635-39.4% | $110,238-25.5% | $135,375-39.3% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -7.60% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $881 | $4,906-82.1% | $3,826-77.0% | $4,779-81.6% |
| Participant deferral / active EE | $6,773 | $5,506+23.0% | $4,672+45.0% | $5,609+20.8% |
| Admin fee / account holder | $725 | $11,457-93.7% | $8,547-91.5% | $10,827-93.3% |