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 | $141,145 | $111,754+26.3% | $103,333+36.6% | $145,922-3.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $539 | $4,212-87.2% | $3,868-86.1% | $4,660-88.4% |
| Participant deferral / active EE | $6,300 | $5,619+12.1% | $5,057+24.6% | $6,688-5.8% |
| Admin fee / account holder | $2,129 | $9,750-78.2% | $8,355-74.5% | $13,397-84.1% |