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 | $98,011 | $152,587-35.8% | $125,175-21.7% | $152,861-35.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.45% | 54.84%-36.4pp | 43.79%-25.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $224 | $4,946-95.5% | $3,865-94.2% | $4,762-95.3% |
| Participant deferral / active EE | $4,475 | $5,868-23.7% | $4,937-9.4% | $5,850-23.5% |
| Admin fee / account holder | $1,258 | $13,434-90.6% | $9,702-87.0% | $11,596-89.2% |