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 4-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 | $118,344 | $185,822-36.3% | $169,993-30.4% | $139,434-15.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 64.23% | 60.50%+3.7pp | 53.37%+10.9pp | 372.94%-308.7pp |
| Employer contribution / active EE | $1,224 | $7,590-83.9% | $6,785-82.0% | $4,751-74.2% |
| Participant deferral / active EE | $14,776 | $11,622+27.1% | $10,408+42.0% | $6,710+120.2% |
| Admin fee / account holder | $1,083 | $15,381-93.0% | $12,815-91.5% | $11,403-90.5% |