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 7-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 | $6,378 | $94,338-93.2% | $100,534-93.7% | $142,382-95.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.01% | 29.20%-15.2pp | 32.66%-18.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $915 | $4,237-78.4% | $4,346-78.9% | $4,299-78.7% |
| Participant deferral / active EE | $2,321 | $5,934-60.9% | $6,144-62.2% | $6,507-64.3% |
| Admin fee / account holder | $745 | $8,421-91.1% | $7,654-90.3% | $12,624-94.1% |