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 4-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 | $22,935 | $133,922-82.9% | $116,228-80.3% | $142,382-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.56% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $349 | $3,446-89.9% | $2,994-88.3% | $4,299-91.9% |
| Participant deferral / active EE | $7,495 | $5,672+32.1% | $4,953+51.3% | $6,507+15.2% |
| Admin fee / account holder | $3,901 | $14,945-73.9% | $11,989-67.5% | $12,624-69.1% |