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 | $111,897 | $113,935-1.8% | $94,224+18.8% | $125,391-10.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.19% | 5.29%-6.5pp | 10.68%-11.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $537 | $4,727-88.6% | $3,587-85.0% | $4,866-89.0% |
| Participant deferral / active EE | $5,679 | $5,179+9.7% | $4,320+31.4% | $5,352+6.1% |
| Admin fee / account holder | $329 | $8,391-96.1% | $6,269-94.8% | $9,540-96.6% |