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 | $168,212 | $214,378-21.5% | $200,582-16.1% | $142,382+18.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.13% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,216 | $6,841-82.2% | $6,419-81.1% | $4,299-71.7% |
| Participant deferral / active EE | $7,138 | $9,865-27.6% | $9,331-23.5% | $6,507+9.7% |
| Admin fee / account holder | $4,338 | $17,692-75.5% | $16,305-73.4% | $12,624-65.6% |