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 | $32,644 | $84,233-61.2% | $170,442-80.8% | $70,131-53.5% |
| Participation rate | 70.4% | 70.8%-0.5pp | 83.6%-13.2pp | 69.5%+0.8pp |
| Annual return | 7.74% | 23.06%-15.3pp | 205.93%-198.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $207 | $3,387-93.9% | $5,433-96.2% | $2,342-91.2% |
| Participant deferral / active EE | $2,084 | $3,086-32.5% | $4,939-57.8% | $3,332-37.4% |
| Admin fee / account holder | $9,370 | $5,698+64.4% | $13,880-32.5% | $4,645+101.7% |