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 | $55,442 | $78,705-29.6% | $117,854-53.0% | $70,131-20.9% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 9.69% | 23.30%-13.6pp | 335.08%-325.4pp | 73.14%-63.4pp |
| Employer contribution / active EE | $434 | $2,223-80.5% | $3,786-88.5% | $2,342-81.5% |
| Participant deferral / active EE | $2,570 | $3,297-22.0% | $4,482-42.6% | $3,332-22.9% |
| Admin fee / account holder | $953 | $5,065-81.2% | $8,020-88.1% | $4,645-79.5% |