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 | $61,009 | $89,355-31.7% | $141,162-56.8% | $72,985-16.4% |
| Participation rate | 82.5% | 75.1%+7.3pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 18.70% | 111.85%-93.1pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $599 | $3,114-80.8% | $4,735-87.3% | $2,440-75.4% |
| Participant deferral / active EE | $3,763 | $5,418-30.5% | $6,709-43.9% | $3,607+4.3% |
| Admin fee / account holder | $2,411 | $5,958-59.5% | $10,261-76.5% | $5,124-52.9% |