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 | $56,142 | $45,035+24.7% | $62,995-10.9% | $70,131-19.9% |
| Participation rate | 70.3% | 69.5%+0.7pp | 74.8%-4.5pp | 69.5%+0.7pp |
| Annual return | 9.18% | 18.76%-9.6pp | 87.57%-78.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,065 | $2,465-56.8% | $3,329-68.0% | $3,332-68.0% |
| Admin fee / account holder | $19,939 | $2,834+603.5% | $3,600+453.9% | $4,645+329.2% |