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 | $80,094 | $81,248-1.4% | $155,509-48.5% | $80,856-0.9% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.6%+18.6pp |
| Annual return | 10.32% | 33.31%-23.0pp | 64.67%-54.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $132 | $3,100-95.8% | $4,672-97.2% | $2,755-95.2% |
| Participant deferral / active EE | $4,693 | $3,452+36.0% | $5,626-16.6% | $4,296+9.3% |
| Admin fee / account holder | $12,369 | $7,997+54.7% | $15,912-22.3% | $6,918+78.8% |