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 | $90,759 | $102,616-11.6% | $81,983+10.7% | $158,922-42.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.76% | 61.04%-48.3pp | 41.31%-28.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $336 | $3,240-89.6% | $2,498-86.5% | $4,761-92.9% |
| Participant deferral / active EE | $2,582 | $4,648-44.4% | $3,722-30.6% | $5,982-56.8% |
| Admin fee / account holder | $1,717 | $8,235-79.2% | $5,664-69.7% | $11,246-84.7% |