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 | $100,174 | $107,334-6.7% | $92,893+7.8% | $152,861-34.5% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 21.97% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $385 | $4,221-90.9% | $3,653-89.5% | $4,762-91.9% |
| Participant deferral / active EE | $2,237 | $4,845-53.8% | $4,236-47.2% | $5,850-61.8% |
| Admin fee / account holder | $839 | $7,079-88.1% | $5,794-85.5% | $11,596-92.8% |