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 | $42,166 | $87,013-51.5% | $106,213-60.3% | $80,856-47.9% |
| Participation rate | 93.8% | 70.4%+23.3pp | 75.3%+18.5pp | 67.6%+26.1pp |
| Annual return | 9.17% | 17.05%-7.9pp | 116.14%-107.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $343 | $2,395-85.7% | $3,171-89.2% | $2,755-87.6% |
| Participant deferral / active EE | $2,032 | $3,986-49.0% | $5,016-59.5% | $4,296-52.7% |
| Admin fee / account holder | $11,241 | $8,431+33.3% | $11,033+1.9% | $6,918+62.5% |