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 | $68,399 | $111,754-38.8% | $103,333-33.8% | $145,922-53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $780 | $4,212-81.5% | $3,868-79.8% | $4,660-83.3% |
| Participant deferral / active EE | $2,555 | $5,619-54.5% | $5,057-49.5% | $6,688-61.8% |
| Admin fee / account holder | $10,113 | $9,750+3.7% | $8,355+21.0% | $13,397-24.5% |