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 | $132,634-82.7% | $115,768-80.2% | $137,256-83.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.56% | 160.70%-141.1pp | 100.46%-80.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $349 | $3,360-89.6% | $2,940-88.1% | $4,156-91.6% |
| Participant deferral / active EE | $7,495 | $5,619+33.4% | $4,917+52.4% | $6,407+17.0% |
| Admin fee / account holder | $3,901 | $15,028-74.0% | $12,439-68.6% | $12,270-68.2% |