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 | $84,557 | $117,859-28.3% | $102,438-17.5% | $145,959-42.1% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 7.31% | 31.72%-24.4pp | 29.37%-22.1pp | 561.95%-554.6pp |
| Employer contribution / active EE | $500 | $3,615-86.2% | $3,024-83.5% | $4,661-89.3% |
| Participant deferral / active EE | $1,970 | $5,732-65.6% | $5,054-61.0% | $6,689-70.5% |
| Admin fee / account holder | $2,876 | $13,318-78.4% | $9,448-69.6% | $13,398-78.5% |