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 | $214,378-46.4% | $200,582-42.7% | $142,382-19.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.55% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,208 | $6,841-82.3% | $6,419-81.2% | $4,299-71.9% |
| Participant deferral / active EE | $10,337 | $9,865+4.8% | $9,331+10.8% | $6,507+58.9% |
| Admin fee / account holder | $567 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |