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 | $186,976 | $227,553-17.8% | $189,557-1.4% | $167,490+11.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.23% | 78.40%-59.2pp | 64.17%-44.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $215 | $5,316-95.9% | $4,412-95.1% | $4,837-95.5% |
| Participant deferral / active EE | $1,776 | $7,002-74.6% | $6,174-71.2% | $6,341-72.0% |
| Admin fee / account holder | $958 | $11,878-91.9% | $9,807-90.2% | $12,309-92.2% |