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 | $89,787 | $88,707+1.2% | $74,183+21.0% | $273,961-67.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | -0.30% | 11.94%-12.2pp | 17.74%-18.0pp | 41.45%-41.7pp |
| Employer contribution / active EE | $326 | $3,159-89.7% | $2,370-86.3% | $4,869-93.3% |
| Participant deferral / active EE | $1,855 | $4,212-56.0% | $3,550-47.8% | $5,287-64.9% |
| Admin fee / account holder | $1,429 | $8,717-83.6% | $5,586-74.4% | $10,132-85.9% |