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 | $80,227 | $105,181-23.7% | $159,436-49.7% | $85,850-6.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.34% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $502 | $3,318-84.9% | $4,829-89.6% | $2,565-80.4% |
| Participant deferral / active EE | $4,005 | $5,945-32.6% | $7,352-45.5% | $3,952+1.4% |
| Admin fee / account holder | $980 | $6,933-85.9% | $10,799-90.9% | $6,260-84.3% |