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 | $104,563 | $81,460+28.4% | $103,333+1.2% | $80,856+29.3% |
| Participation rate | 84.4% | 66.8%+17.5pp | 74.5%+9.9pp | 67.6%+16.7pp |
| Annual return | 9.42% | 25.55%-16.1pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $314 | $3,105-89.9% | $3,868-91.9% | $2,755-88.6% |
| Participant deferral / active EE | $4,439 | $3,869+14.7% | $5,057-12.2% | $4,296+3.3% |
| Admin fee / account holder | $2,739 | $6,566-58.3% | $8,355-67.2% | $6,918-60.4% |