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 4-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 | $22,433 | $178,174-87.4% | $156,181-85.6% | $137,256-83.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.33% | 84.19%-63.9pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $448 | $4,972-91.0% | $4,294-89.6% | $4,156-89.2% |
| Participant deferral / active EE | $4,894 | $6,888-29.0% | $6,132-20.2% | $6,407-23.6% |
| Admin fee / account holder | $2,281 | $17,404-86.9% | $14,586-84.4% | $12,270-81.4% |