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 | $5,933 | $54,705-89.2% | $71,209-91.7% | $84,808-93.0% |
| Participation rate | 77.5% | 64.1%+13.4pp | 73.8%+3.7pp | 68.3%+9.2pp |
| Annual return | 8.81% | 35.90%-27.1pp | 282.51%-273.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $198 | $2,158-90.8% | $2,721-92.7% | $2,631-92.5% |
| Participant deferral / active EE | $1,112 | $3,030-63.3% | $4,175-73.4% | $4,212-73.6% |
| Admin fee / account holder | $357 | $4,863-92.7% | $5,349-93.3% | $7,344-95.1% |