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 5-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 | $53,395 | $111,754-52.2% | $103,333-48.3% | $145,922-63.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.59% | 24.77%-0.2pp | 24.88%-0.3pp | 561.29%-536.7pp |
| Employer contribution / active EE | $718 | $4,212-83.0% | $3,868-81.4% | $4,660-84.6% |
| Participant deferral / active EE | $8,124 | $5,619+44.6% | $5,057+60.6% | $6,688+21.5% |
| Admin fee / account holder | $2,181 | $9,750-77.6% | $8,355-73.9% | $13,397-83.7% |