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 6-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 | $23,418 | $209,336-88.8% | $197,124-88.1% | $137,256-82.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.91% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,174 | $6,591-82.2% | $6,227-81.2% | $4,156-71.8% |
| Participant deferral / active EE | $5,952 | $9,614-38.1% | $9,135-34.8% | $6,407-7.1% |
| Admin fee / account holder | $1,710 | $17,308-90.1% | $16,298-89.5% | $12,270-86.1% |