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 9-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 | $70,561 | $104,664-32.6% | $85,682-17.6% | $167,490-57.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.25% | 21.45%-6.2pp | 21.49%-6.2pp | 478.56%-463.3pp |
| Employer contribution / active EE | $342 | $3,337-89.7% | $2,618-86.9% | $4,837-92.9% |
| Participant deferral / active EE | $1,613 | $4,824-66.6% | $3,923-58.9% | $6,341-74.6% |
| Admin fee / account holder | $3,374 | $10,032-66.4% | $6,873-50.9% | $12,309-72.6% |