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 | $131,904 | $89,753+47.0% | $107,525+22.7% | $84,808+55.5% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 3.75% | 29.48%-25.7pp | 181.32%-177.6pp | 40.90%-37.1pp |
| Employer contribution / active EE | $336 | $3,113-89.2% | $3,754-91.0% | $2,631-87.2% |
| Participant deferral / active EE | $4,668 | $4,056+15.1% | $5,116-8.7% | $4,212+10.8% |
| Admin fee / account holder | $9,454 | $7,222+30.9% | $8,919+6.0% | $7,344+28.7% |