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 8-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 | $40,083 | $69,977-42.7% | $108,579-63.1% | $62,891-36.3% |
| Participation rate | 78.9% | 72.9%+6.1pp | 79.6%-0.6pp | 69.3%+9.6pp |
| Annual return | 3.97% | 10.73%-6.8pp | -51.70%+55.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $141 | $2,135-93.4% | $3,758-96.2% | $2,281-93.8% |
| Participant deferral / active EE | $1,754 | $3,165-44.6% | $4,311-59.3% | $3,203-45.2% |
| Admin fee / account holder | $1,348 | $5,076-73.5% | $7,645-82.4% | $4,296-68.6% |