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 | $78,859 | $86,929-9.3% | $102,423-23.0% | $80,856-2.5% |
| Participation rate | 74.1% | 72.4%+1.8pp | 76.5%-2.4pp | 67.6%+6.5pp |
| Annual return | 8.67% | 18.88%-10.2pp | 29.32%-20.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,637 | $4,118-36.0% | $5,053-47.8% | $4,296-38.6% |
| Admin fee / account holder | $6,323 | $8,049-21.4% | $9,451-33.1% | $6,918-8.6% |