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 | $82,459 | $107,334-23.2% | $92,893-11.2% | $152,861-46.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 2.77% | 145.58%-142.8pp | 109.41%-106.6pp | 345.32%-342.5pp |
| Employer contribution / active EE | $631 | $4,221-85.0% | $3,653-82.7% | $4,762-86.7% |
| Participant deferral / active EE | $3,238 | $4,845-33.2% | $4,236-23.6% | $5,850-44.6% |
| Admin fee / account holder | $7,331 | $7,079+3.6% | $5,794+26.5% | $11,596-36.8% |