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 | $125,118 | $117,841+6.2% | $102,423+22.2% | $145,922-14.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.64% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $103 | $3,615-97.2% | $3,023-96.6% | $4,660-97.8% |
| Participant deferral / active EE | $2,543 | $5,731-55.6% | $5,053-49.7% | $6,688-62.0% |
| Admin fee / account holder | $9,134 | $13,326-31.5% | $9,451-3.4% | $13,397-31.8% |