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 | $24,063 | $80,717-70.2% | $154,803-84.5% | $84,808-71.6% |
| Participation rate | 71.3% | 66.8%+4.5pp | 78.1%-6.8pp | 68.3%+3.0pp |
| Annual return | 10.29% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,232 | $3,303-32.4% | $5,540-59.7% | $4,212-47.0% |
| Admin fee / account holder | $1,906 | $6,746-71.7% | $14,329-86.7% | $7,344-74.0% |