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 6-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 | $18,545 | $115,770-84.0% | $101,248-81.7% | $158,922-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 42.20% | 56.14%-13.9pp | 46.47%-4.3pp | 302.83%-260.6pp |
| Employer contribution / active EE | $29 | $4,175-99.3% | $3,660-99.2% | $4,761-99.4% |
| Participant deferral / active EE | $8,369 | $4,957+68.8% | $4,370+91.5% | $5,982+39.9% |
| Admin fee / account holder | $1,097 | $7,245-84.9% | $5,945-81.5% | $11,246-90.2% |