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 | $63,565 | $232,540-72.7% | $185,117-65.7% | $147,584-56.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.67% | 43.03%-29.4pp | 40.50%-26.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $340 | $5,195-93.5% | $4,182-91.9% | $4,876-93.0% |
| Participant deferral / active EE | $10,589 | $5,834+81.5% | $5,045+109.9% | $5,439+94.7% |
| Admin fee / account holder | $574 | $10,275-94.4% | $8,159-93.0% | $10,885-94.7% |