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 8-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 | $108,689 | $45,035+141.3% | $62,995+72.5% | $70,131+55.0% |
| Participation rate | 80.4% | 69.5%+10.9pp | 74.8%+5.6pp | 69.5%+10.9pp |
| Annual return | 4.22% | 18.76%-14.5pp | 87.57%-83.3pp | 73.14%-68.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,964 | $2,465+20.2% | $3,329-11.0% | $3,332-11.1% |
| Admin fee / account holder | $4,444 | $2,834+56.8% | $3,600+23.4% | $4,645-4.3% |