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 10-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 | $99,598 | $127,264-21.7% | $109,895-9.4% | $167,490-40.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.48% | 22.97%-12.5pp | 29.45%-19.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $118 | $3,322-96.4% | $2,842-95.8% | $4,837-97.6% |
| Participant deferral / active EE | $3,313 | $4,514-26.6% | $4,048-18.1% | $6,341-47.8% |
| Admin fee / account holder | $13,992 | $7,114+96.7% | $6,066+130.7% | $12,309+13.7% |