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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,892 | $72,277+14.7% | $101,248-18.1% | $79,858+3.8% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | -7.86% | 22.30%-30.2pp | 46.47%-54.3pp | 31.71%-39.6pp |
| Employer contribution / active EE | $434 | $2,692-83.9% | $3,660-88.1% | $2,471-82.4% |
| Participant deferral / active EE | $3,876 | $3,282+18.1% | $4,370-11.3% | $3,740+3.6% |
| Admin fee / account holder | $1,929 | $4,400-56.2% | $5,945-67.6% | $5,306-63.6% |