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 | $163,586 | $176,812-7.5% | $146,665+11.5% | $167,490-2.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.84% | 24.03%-5.2pp | 22.74%-3.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $92 | $5,160-98.2% | $4,136-97.8% | $4,837-98.1% |
| Participant deferral / active EE | $5,125 | $6,440-20.4% | $5,506-6.9% | $6,341-19.2% |
| Admin fee / account holder | $27,990 | $13,259+111.1% | $10,280+172.3% | $12,309+127.4% |