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 | $59,581 | $87,013-31.5% | $106,213-43.9% | $80,856-26.3% |
| Participation rate | 97.2% | 70.4%+26.8pp | 75.3%+21.9pp | 67.6%+29.6pp |
| Annual return | 15.76% | 17.05%-1.3pp | 116.14%-100.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $380 | $2,395-84.1% | $3,171-88.0% | $2,755-86.2% |
| Participant deferral / active EE | $2,719 | $3,986-31.8% | $5,016-45.8% | $4,296-36.7% |
| Admin fee / account holder | $2,752 | $8,431-67.4% | $11,033-75.1% | $6,918-60.2% |