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 7-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 | $71,276 | $87,166-18.2% | $76,735-7.1% | $137,256-48.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 10.21% | 26.50%-16.3pp | 29.77%-19.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $292 | $2,904-89.9% | $2,454-88.1% | $4,156-93.0% |
| Participant deferral / active EE | $9,740 | $4,726+106.1% | $4,088+138.3% | $6,407+52.0% |
| Admin fee / account holder | $2,050 | $8,403-75.6% | $7,189-71.5% | $12,270-83.3% |