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 8-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 | $235,586 | $297,529-20.8% | $246,525-4.4% | $357,791-34.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 14.37% | -2.25%+16.6pp | 0.46%+13.9pp | 396.79%-382.4pp |
| Employer contribution / active EE | $791 | $8,709-90.9% | $7,467-89.4% | $7,508-89.5% |
| Participant deferral / active EE | $31,550 | $6,076+419.3% | $5,422+481.8% | $5,521+471.5% |
| Admin fee / account holder | $2,122 | $16,212-86.9% | $16,551-87.2% | $28,387-92.5% |