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 7-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 | $140,337 | $183,519-23.5% | $155,509-9.8% | $145,922-3.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.92% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $193 | $5,313-96.4% | $4,672-95.9% | $4,660-95.8% |
| Participant deferral / active EE | $5,440 | $6,462-15.8% | $5,626-3.3% | $6,688-18.7% |
| Admin fee / account holder | $3,593 | $19,313-81.4% | $15,912-77.4% | $13,397-73.2% |