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 | $101,091 | $201,259-49.8% | $184,200-45.1% | $145,959-30.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 28.98%-16.4pp | 28.80%-16.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,351 | $7,018-80.8% | $6,424-79.0% | $4,661-71.0% |
| Participant deferral / active EE | $12,117 | $9,806+23.6% | $9,132+32.7% | $6,689+81.2% |
| Admin fee / account holder | $362 | $16,372-97.8% | $13,907-97.4% | $13,398-97.3% |