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 | $103,831 | $133,922-22.5% | $116,228-10.7% | $142,382-27.1% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 13.82% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $598 | $3,446-82.7% | $2,994-80.0% | $4,299-86.1% |
| Participant deferral / active EE | $5,887 | $5,672+3.8% | $4,953+18.8% | $6,507-9.5% |
| Admin fee / account holder | $3,129 | $14,945-79.1% | $11,989-73.9% | $12,624-75.2% |