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 | $112,554 | $88,707+26.9% | $74,183+51.7% | $273,961-58.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | -2.20% | 11.94%-14.1pp | 17.74%-19.9pp | 41.45%-43.7pp |
| Employer contribution / active EE | $519 | $3,159-83.6% | $2,370-78.1% | $4,869-89.3% |
| Participant deferral / active EE | $1,819 | $4,212-56.8% | $3,550-48.8% | $5,287-65.6% |
| Admin fee / account holder | $2,351 | $8,717-73.0% | $5,586-57.9% | $10,132-76.8% |