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 | $86,514 | $95,803-9.7% | $113,168-23.6% | $84,808+2.0% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 11.04% | 25.00%-14.0pp | 24.27%-13.2pp | 40.90%-29.9pp |
| Employer contribution / active EE | $607 | $2,360-74.3% | $2,975-79.6% | $2,631-76.9% |
| Participant deferral / active EE | $4,896 | $4,242+15.4% | $5,107-4.1% | $4,212+16.3% |
| Admin fee / account holder | $937 | $8,989-89.6% | $12,068-92.2% | $7,344-87.2% |