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 | $34,871 | $57,065-38.9% | $75,670-53.9% | $70,131-50.3% |
| Participation rate | 77.1% | 68.1%+9.1pp | 72.3%+4.8pp | 69.5%+7.6pp |
| Annual return | 5.49% | 23.57%-18.1pp | 27.34%-21.9pp | 73.14%-67.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,464 | $2,580-43.3% | $3,142-53.4% | $3,332-56.1% |
| Admin fee / account holder | $985 | $3,825-74.2% | $5,800-83.0% | $4,645-78.8% |