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 | $58,627+47.6% | $76,735+12.7% | $82,448+4.9% |
| Participation rate | 81.5% | 63.2%+18.3pp | 69.5%+12.0pp | 68.1%+13.4pp |
| Annual return | 12.58% | 39.10%-26.5pp | 29.77%-17.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $221 | $1,729-87.2% | $2,454-91.0% | $2,551-91.3% |
| Participant deferral / active EE | $5,529 | $3,134+76.4% | $4,088+35.2% | $4,139+33.6% |
| Admin fee / account holder | $1,103 | $5,323-79.3% | $7,189-84.7% | $7,234-84.7% |