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 | $109,190 | $91,552+19.3% | $133,956-18.5% | $79,858+36.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.26% | 61.85%-47.6pp | 45.09%-30.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $552 | $2,384-76.8% | $3,919-85.9% | $2,471-77.7% |
| Participant deferral / active EE | $3,441 | $3,733-7.8% | $5,048-31.8% | $3,740-8.0% |
| Admin fee / account holder | $14,448 | $6,321+128.6% | $8,927+61.8% | $5,306+172.3% |