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 | $67,902 | $94,338-28.0% | $100,534-32.5% | $142,382-52.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.47% | 29.20%-13.7pp | 32.66%-17.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $844 | $4,237-80.1% | $4,346-80.6% | $4,299-80.4% |
| Participant deferral / active EE | $2,698 | $5,934-54.5% | $6,144-56.1% | $6,507-58.5% |
| Admin fee / account holder | $471 | $8,421-94.4% | $7,654-93.9% | $12,624-96.3% |