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 | $18,901 | $63,355-70.2% | $91,989-79.5% | $72,985-74.1% |
| Participation rate | 80.0% | 72.5%+7.5pp | 78.6%+1.4pp | 69.5%+10.5pp |
| Annual return | 18.00% | 35.35%-17.3pp | 69.02%-51.0pp | 81.00%-63.0pp |
| Employer contribution / active EE | $168 | $2,116-92.1% | $3,452-95.1% | $2,440-93.1% |
| Participant deferral / active EE | $2,423 | $4,883-50.4% | $5,923-59.1% | $3,607-32.8% |
| Admin fee / account holder | $2,642 | $4,668-43.4% | $7,743-65.9% | $5,124-48.4% |