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 | $55,062 | $80,717-31.8% | $154,803-64.4% | $84,808-35.1% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 10.72% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $321 | $2,761-88.4% | $4,305-92.6% | $2,631-87.8% |
| Participant deferral / active EE | $1,867 | $3,303-43.5% | $5,540-66.3% | $4,212-55.7% |
| Admin fee / account holder | $647 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |