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 | $43,546 | $109,881-60.4% | $150,045-71.0% | $84,808-48.7% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 13.20% | 28.25%-15.0pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $622 | $3,561-82.5% | $4,693-86.7% | $2,631-76.4% |
| Participant deferral / active EE | $6,794 | $6,636+2.4% | $7,997-15.1% | $4,212+61.3% |
| Admin fee / account holder | $3,087 | $8,568-64.0% | $13,435-77.0% | $7,344-58.0% |