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 | $139,383 | $99,985+39.4% | $146,665-5.0% | $85,850+62.4% |
| Participation rate | 71.0% | 73.1%-2.1pp | 80.1%-9.1pp | 69.3%+1.7pp |
| Annual return | 10.84% | 18.93%-8.1pp | 22.74%-11.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $449 | $2,559-82.4% | $4,136-89.1% | $2,565-82.5% |
| Participant deferral / active EE | $4,385 | $4,006+9.5% | $5,506-20.4% | $3,952+11.0% |
| Admin fee / account holder | $2,845 | $7,702-63.1% | $10,280-72.3% | $6,260-54.6% |