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 | $125,531 | $116,175+8.1% | $93,606+34.1% | $152,861-17.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.07% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $480 | $3,218-85.1% | $2,718-82.3% | $4,762-89.9% |
| Participant deferral / active EE | $1,776 | $4,603-61.4% | $4,069-56.3% | $5,850-69.6% |
| Admin fee / account holder | $3,000 | $10,748-72.1% | $7,888-62.0% | $11,596-74.1% |