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 | $101,617 | $133,958-24.1% | $112,228-9.5% | $134,475-24.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -13.59% | 47.11%-60.7pp | 27.45%-41.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $561 | $4,038-86.1% | $3,635-84.6% | $4,740-88.2% |
| Participant deferral / active EE | $2,200 | $5,291-58.4% | $4,728-53.5% | $6,400-65.6% |
| Admin fee / account holder | $1,473 | $7,489-80.3% | $6,410-77.0% | $11,426-87.1% |