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 | $62,486 | $86,286-27.6% | $111,297-43.9% | $85,850-27.2% |
| Participation rate | 76.5% | 73.3%+3.1pp | 77.3%-0.8pp | 69.3%+7.2pp |
| Annual return | 10.06% | 19.99%-9.9pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $342 | $2,043-83.3% | $2,731-87.5% | $2,565-86.7% |
| Participant deferral / active EE | $3,197 | $3,641-12.2% | $4,487-28.8% | $3,952-19.1% |
| Admin fee / account holder | $4,453 | $8,188-45.6% | $7,964-44.1% | $6,260-28.9% |