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 | $59,952 | $153,772-61.0% | $133,980-55.3% | $273,961-78.1% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 2.85% | 36.51%-33.7pp | 29.30%-26.5pp | 41.45%-38.6pp |
| Employer contribution / active EE | $776 | $6,029-87.1% | $5,211-85.1% | $4,869-84.1% |
| Participant deferral / active EE | $7,131 | $6,958+2.5% | $6,282+13.5% | $5,287+34.9% |
| Admin fee / account holder | $1,398 | $11,765-88.1% | $9,324-85.0% | $10,132-86.2% |