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 | $111,272 | $81,446+36.6% | $103,374+7.6% | $80,874+37.6% |
| Participation rate | 86.8% | 66.9%+20.0pp | 74.5%+12.3pp | 67.6%+19.2pp |
| Annual return | 9.40% | 25.57%-16.2pp | 24.89%-15.5pp | 35.62%-26.2pp |
| Employer contribution / active EE | $736 | $3,107-76.3% | $3,869-81.0% | $2,756-73.3% |
| Participant deferral / active EE | $5,660 | $3,870+46.3% | $5,058+11.9% | $4,297+31.7% |
| Admin fee / account holder | $1,805 | $6,715-73.1% | $8,394-78.5% | $6,935-74.0% |