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 9-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 | $164,350 | $157,256+4.5% | $141,162+16.4% | $152,861+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.43% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $311 | $5,261-94.1% | $4,735-93.4% | $4,762-93.5% |
| Participant deferral / active EE | $24,311 | $7,109+242.0% | $6,709+262.4% | $5,850+315.6% |
| Admin fee / account holder | $3,921 | $12,120-67.7% | $10,261-61.8% | $11,596-66.2% |