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 | $59,884 | $110,257-45.7% | $96,544-38.0% | $139,434-57.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 7.78% | 26.32%-18.5pp | 25.84%-18.1pp | 372.94%-365.2pp |
| Employer contribution / active EE | $559 | $3,620-84.6% | $2,965-81.2% | $4,751-88.2% |
| Participant deferral / active EE | $3,273 | $5,548-41.0% | $4,851-32.5% | $6,710-51.2% |
| Admin fee / account holder | $1,220 | $11,591-89.5% | $8,252-85.2% | $11,403-89.3% |