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 | $76,786 | $94,625-18.9% | $116,228-33.9% | $84,808-9.5% |
| Participation rate | 70.0% | 70.4%-0.4pp | 74.6%-4.6pp | 68.3%+1.7pp |
| Annual return | 10.90% | 20.40%-9.5pp | 90.06%-79.2pp | 40.90%-30.0pp |
| Employer contribution / active EE | $587 | $2,347-75.0% | $2,994-80.4% | $2,631-77.7% |
| Participant deferral / active EE | $3,911 | $3,972-1.5% | $4,953-21.0% | $4,212-7.1% |
| Admin fee / account holder | $65,680 | $10,091+550.9% | $11,989+447.8% | $7,344+794.4% |