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 4-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 | $73,630 | $140,940-47.8% | $112,229-34.4% | $139,434-47.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.97% | 32.71%-12.7pp | 30.20%-10.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $488 | $4,283-88.6% | $3,430-85.8% | $4,751-89.7% |
| Participant deferral / active EE | $22,500 | $5,874+283.0% | $4,798+369.0% | $6,710+235.3% |
| Admin fee / account holder | $1,139 | $9,954-88.6% | $7,748-85.3% | $11,403-90.0% |