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 3-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 | $88,462 | $114,381-22.7% | $107,525-17.7% | $142,382-37.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.99% | 242.71%-212.7pp | 181.32%-151.3pp | 217.08%-187.1pp |
| Employer contribution / active EE | $560 | $4,015-86.1% | $3,754-85.1% | $4,299-87.0% |
| Participant deferral / active EE | $1,880 | $5,564-66.2% | $5,116-63.3% | $6,507-71.1% |
| Admin fee / account holder | $521 | $9,860-94.7% | $8,919-94.2% | $12,624-95.9% |