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 | $72,844 | $89,355-18.5% | $141,162-48.4% | $72,985-0.2% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 3.21% | 111.85%-108.6pp | 71.39%-68.2pp | 81.00%-77.8pp |
| Employer contribution / active EE | $588 | $3,114-81.1% | $4,735-87.6% | $2,440-75.9% |
| Participant deferral / active EE | $5,650 | $5,418+4.3% | $6,709-15.8% | $3,607+56.6% |
| Admin fee / account holder | $560 | $5,958-90.6% | $10,261-94.5% | $5,124-89.1% |