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 | $217,942 | $111,754+95.0% | $103,333+110.9% | $145,922+49.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.00% | 24.77%+6.2pp | 24.88%+6.1pp | 561.29%-530.3pp |
| Employer contribution / active EE | $334 | $4,212-92.1% | $3,868-91.4% | $4,660-92.8% |
| Participant deferral / active EE | $6,038 | $5,619+7.5% | $5,057+19.4% | $6,688-9.7% |
| Admin fee / account holder | $458 | $9,750-95.3% | $8,355-94.5% | $13,397-96.6% |