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 | $67,851 | $48,076+41.1% | $78,689-13.8% | $62,891+7.9% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.6%+19.0pp | 69.3%+23.3pp |
| Annual return | 3.20% | 31.35%-28.2pp | 62.18%-59.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,286 | $2,588+65.6% | $3,517+21.9% | $3,203+33.8% |
| Admin fee / account holder | $909 | $3,207-71.7% | $4,510-79.8% | $4,296-78.8% |