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 | $84,939 | $58,851+44.3% | $115,157-26.2% | $72,985+16.4% |
| Participation rate | 80.0% | 65.5%+14.5pp | 75.9%+4.1pp | 69.5%+10.5pp |
| Annual return | 10.33% | 23.16%-12.8pp | 35.60%-25.3pp | 81.00%-70.7pp |
| Employer contribution / active EE | $240 | $1,798-86.7% | $3,179-92.5% | $2,440-90.2% |
| Participant deferral / active EE | $3,673 | $2,643+39.0% | $4,168-11.9% | $3,607+1.8% |
| Admin fee / account holder | $6,854 | $6,370+7.6% | $7,088-3.3% | $5,124+33.7% |