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 | $50,144 | $149,679-66.5% | $117,039-57.2% | $147,584-66.0% |
| Participation rate | 72.7% | 83.5%-10.8pp | 77.2%-4.5pp | 82.8%-10.1pp |
| Annual return | 4.90% | 19.31%-14.4pp | 18.95%-14.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $462 | $4,937-90.6% | $3,785-87.8% | $4,876-90.5% |
| Participant deferral / active EE | $2,426 | $4,912-50.6% | $3,929-38.3% | $5,439-55.4% |
| Admin fee / account holder | $473 | $7,856-94.0% | $5,974-92.1% | $10,885-95.7% |