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 | $51,638-88.5% | $68,368-91.3% | $82,448-92.8% |
| Participation rate | 77.5% | 63.6%+13.9pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 8.81% | 37.53%-28.7pp | 292.57%-283.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $198 | $2,047-90.3% | $2,649-92.5% | $2,551-92.2% |
| Participant deferral / active EE | $1,112 | $2,914-61.8% | $4,123-73.0% | $4,139-73.1% |
| Admin fee / account holder | $357 | $4,643-92.3% | $5,150-93.1% | $7,234-95.1% |