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 9-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 | $111,055 | $167,484-33.7% | $151,611-26.7% | $134,475-17.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.84% | 7.80%-19.6pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,395 | $6,829-79.6% | $6,166-77.4% | $4,740-70.6% |
| Participant deferral / active EE | $20,400 | $8,986+127.0% | $8,363+143.9% | $6,400+218.8% |
| Admin fee / account holder | $987 | $13,783-92.8% | $11,616-91.5% | $11,426-91.4% |