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 | $86,508 | $60,892+42.1% | $82,389+5.0% | $84,808+2.0% |
| Participation rate | 81.5% | 63.3%+18.2pp | 69.5%+11.9pp | 68.3%+13.2pp |
| Annual return | 12.58% | 37.29%-24.7pp | 28.67%-16.1pp | 40.90%-28.3pp |
| Employer contribution / active EE | $221 | $1,779-87.6% | $2,517-91.2% | $2,631-91.6% |
| Participant deferral / active EE | $5,529 | $3,179+73.9% | $4,155+33.1% | $4,212+31.3% |
| Admin fee / account holder | $1,103 | $5,467-79.8% | $7,231-84.7% | $7,344-85.0% |