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 | $92,798-93.1% | $96,707-93.4% | $137,256-95.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 14.01% | 31.24%-17.2pp | 34.78%-20.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $915 | $4,147-77.9% | $4,191-78.2% | $4,156-78.0% |
| Participant deferral / active EE | $2,321 | $5,877-60.5% | $5,997-61.3% | $6,407-63.8% |
| Admin fee / account holder | $745 | $7,946-90.6% | $7,503-90.1% | $12,270-93.9% |