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 | $79,674 | $152,587-47.8% | $125,175-36.4% | $152,861-47.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.76% | 54.84%-33.1pp | 43.79%-22.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $591 | $4,946-88.1% | $3,865-84.7% | $4,762-87.6% |
| Participant deferral / active EE | $3,520 | $5,868-40.0% | $4,937-28.7% | $5,850-39.8% |
| Admin fee / account holder | $7,298 | $13,434-45.7% | $9,702-24.8% | $11,596-37.1% |