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 | $114,905 | $209,336-45.1% | $197,124-41.7% | $137,256-16.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.55% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,208 | $6,591-81.7% | $6,227-80.6% | $4,156-70.9% |
| Participant deferral / active EE | $10,337 | $9,614+7.5% | $9,135+13.2% | $6,407+61.4% |
| Admin fee / account holder | $567 | $17,308-96.7% | $16,298-96.5% | $12,270-95.4% |