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 | $146,314 | $165,984-11.9% | $164,813-11.2% | $145,922+0.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.00% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $111 | $5,273-97.9% | $4,341-97.4% | $4,660-97.6% |
| Participant deferral / active EE | $7,820 | $6,959+12.4% | $6,031+29.7% | $6,688+16.9% |
| Admin fee / account holder | $726 | $16,648-95.6% | $12,690-94.3% | $13,397-94.6% |