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 | $68,845 | $87,013-20.9% | $106,213-35.2% | $80,856-14.9% |
| Participation rate | 73.6% | 70.4%+3.2pp | 75.3%-1.7pp | 67.6%+6.0pp |
| Annual return | 8.99% | 17.05%-8.1pp | 116.14%-107.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $344 | $2,395-85.6% | $3,171-89.1% | $2,755-87.5% |
| Participant deferral / active EE | $4,426 | $3,986+11.0% | $5,016-11.8% | $4,296+3.0% |
| Admin fee / account holder | $14,556 | $8,431+72.6% | $11,033+31.9% | $6,918+110.4% |