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 | $162,629 | $127,386+27.7% | $115,037+41.4% | $125,391+29.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.84% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $466 | $5,166-91.0% | $4,608-89.9% | $4,866-90.4% |
| Participant deferral / active EE | $6,424 | $6,4230% | $6,026+6.6% | $5,352+20.0% |
| Admin fee / account holder | $6,965 | $9,516-26.8% | $8,175-14.8% | $9,540-27.0% |