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 | $80,118 | $53,127+50.8% | $86,590-7.5% | $70,131+14.2% |
| Participation rate | 88.6% | 65.3%+23.3pp | 73.5%+15.0pp | 69.5%+19.0pp |
| Annual return | 5.31% | 27.66%-22.4pp | 964.84%-959.5pp | 73.14%-67.8pp |
| Employer contribution / active EE | $29 | $2,068-98.6% | $2,839-99.0% | $2,342-98.8% |
| Participant deferral / active EE | $901 | $2,696-66.6% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $4,418 | $3,585+23.2% | $4,906-9.9% | $4,645-4.9% |