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 | $79,013 | $181,894-56.6% | $156,549-49.5% | $273,961-71.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.89% | 30.74%-27.8pp | 32.23%-29.3pp | 41.45%-38.6pp |
| Employer contribution / active EE | $936 | $6,248-85.0% | $5,501-83.0% | $4,869-80.8% |
| Participant deferral / active EE | $2,097 | $5,550-62.2% | $4,871-57.0% | $5,287-60.3% |
| Admin fee / account holder | $1,269 | $15,559-91.8% | $13,027-90.3% | $10,132-87.5% |