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 | $69,907 | $93,571-25.3% | $135,903-48.6% | $75,163-7.0% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 13.33% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $634 | $3,537-82.1% | $4,856-86.9% | $2,670-76.3% |
| Participant deferral / active EE | $6,485 | $6,404+1.3% | $7,758-16.4% | $4,125+57.2% |
| Admin fee / account holder | $3,704 | $6,975-46.9% | $10,762-65.6% | $5,651-34.5% |