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 | $18,124 | $72,012-74.8% | $185,823-90.2% | $79,858-77.3% |
| Participation rate | 85.4% | 65.8%+19.7pp | 78.0%+7.4pp | 69.6%+15.8pp |
| Annual return | 6.86% | 23.12%-16.3pp | 35.95%-29.1pp | 31.71%-24.9pp |
| Employer contribution / active EE | $312 | $1,965-84.1% | $4,087-92.4% | $2,471-87.4% |
| Participant deferral / active EE | $2,565 | $3,779-32.1% | $5,632-54.5% | $3,740-31.4% |
| Admin fee / account holder | $2,338 | $4,513-48.2% | $9,500-75.4% | $5,306-55.9% |