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 | $16,766 | $115,882-85.5% | $100,516-83.3% | $158,922-89.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 34.33% | 34.79%-0.5pp | 30.89%+3.4pp | 302.83%-268.5pp |
| Employer contribution / active EE | $328 | $4,103-92.0% | $3,418-90.4% | $4,761-93.1% |
| Participant deferral / active EE | $6,780 | $6,674+1.6% | $6,270+8.1% | $5,982+13.3% |
| Admin fee / account holder | $465 | $10,995-95.8% | $8,081-94.2% | $11,246-95.9% |