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 | $245,583 | $133,958+83.3% | $112,228+118.8% | $134,475+82.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.52% | 47.11%-66.6pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $721 | $4,038-82.1% | $3,635-80.2% | $4,740-84.8% |
| Participant deferral / active EE | $2,045 | $5,291-61.4% | $4,728-56.8% | $6,400-68.1% |
| Admin fee / account holder | $2,970 | $7,489-60.3% | $6,410-53.7% | $11,426-74.0% |