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 | $19,034 | $65,395-70.9% | $182,532-89.6% | $72,985-73.9% |
| Participation rate | 89.4% | 65.4%+23.9pp | 78.0%+11.4pp | 69.5%+19.9pp |
| Annual return | 14.99% | 27.68%-12.7pp | 148.54%-133.5pp | 81.00%-66.0pp |
| Employer contribution / active EE | $323 | $1,911-83.1% | $4,076-92.1% | $2,440-86.8% |
| Participant deferral / active EE | $3,022 | $3,563-15.2% | $5,524-45.3% | $3,607-16.2% |
| Admin fee / account holder | $2,798 | $4,245-34.1% | $8,592-67.4% | $5,124-45.4% |