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 | $133,927 | $79,944+67.5% | $98,439+36.1% | $75,163+78.2% |
| Participation rate | 77.8% | 70.4%+7.4pp | 75.2%+2.6pp | 67.2%+10.6pp |
| Annual return | 9.76% | 19.75%-10.0pp | 21.16%-11.4pp | 160.62%-150.9pp |
| Employer contribution / active EE | $293 | $2,264-87.0% | $3,048-90.4% | $2,670-89.0% |
| Participant deferral / active EE | $4,084 | $3,752+8.8% | $4,738-13.8% | $4,125-1.0% |
| Admin fee / account holder | $1,643 | $6,840-76.0% | $8,948-81.6% | $5,651-70.9% |