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 | $171,986 | $124,319+38.3% | $111,297+54.5% | $167,490+2.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.18% | 37.44%-19.3pp | 54.65%-36.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $681 | $3,435-80.2% | $2,731-75.1% | $4,837-85.9% |
| Participant deferral / active EE | $1,952 | $5,180-62.3% | $4,487-56.5% | $6,341-69.2% |
| Admin fee / account holder | $2,736 | $10,618-74.2% | $7,964-65.6% | $12,309-77.8% |