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 7-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 | $104,996 | $54,541+92.5% | $78,778+33.3% | $70,131+49.7% |
| Participation rate | 96.8% | 60.8%+36.0pp | 69.2%+27.6pp | 69.5%+27.2pp |
| Annual return | 9.00% | 21.07%-12.1pp | 35.62%-26.6pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,145 | $2,210-48.2% | $2,958-61.3% | $3,332-65.6% |
| Admin fee / account holder | $14,305 | $3,709+285.7% | $5,134+178.7% | $4,645+208.0% |