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 | $54,033 | $153,772-64.9% | $133,980-59.7% | $273,961-80.3% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | -0.26% | 36.51%-36.8pp | 29.30%-29.6pp | 41.45%-41.7pp |
| Employer contribution / active EE | $1,034 | $6,029-82.8% | $5,211-80.2% | $4,869-78.8% |
| Participant deferral / active EE | $2,576 | $6,958-63.0% | $6,282-59.0% | $5,287-51.3% |
| Admin fee / account holder | $1,656 | $11,765-85.9% | $9,324-82.2% | $10,132-83.7% |