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 9-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 | $33,609 | $112,096-70.0% | $95,952-65.0% | $158,922-78.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 5.11% | 171.09%-166.0pp | 91.61%-86.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $605 | $3,198-81.1% | $2,541-76.2% | $4,761-87.3% |
| Participant deferral / active EE | $5,135 | $4,784+7.3% | $4,167+23.2% | $5,982-14.2% |
| Admin fee / account holder | $19,487 | $10,130+92.4% | $6,795+186.8% | $11,246+73.3% |